Sand Hill Global Advisors, LLC
Assets Under Management
$3.9B
Number of Clients
548
Number of Advisors
20
Average Client AUM
$7.1M
AUM per Advisor
$194.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sand Hill Global Advisors provides investment management, financial planning, and hourly advisory services. They focus on helping clients manage their wealth through major life events, challenges, and planning. The firm acts as a fiduciary, prioritizing client interests and striving for conflict-free service.
Fee Structure
Wealth management fees are based on a percentage of assets under management, up to 1% annually, and are negotiable. Fees incorporate financial planning and investment management services. Hourly financial planning services range from $100 to $300 per hour, with a $1,200 retainer. SHGA's minimum aggregate account size is $2,500,000, but this may be waived at their discretion.
Areas of Practice
Location
245 Lytton Avenue, Suite 300, Palo Alto, CA, 94301