Sandpiper Capital, LLC
Assets Under Management
$36.6M
Number of Clients
56
Number of Advisors
2
Average Client AUM
$654K
AUM per Advisor
$18.3M
Compensation
Fee-Only (AUM)
About This Firm
Sandpiper Capital, LLC (SC) manages investment advisory accounts using model asset allocation portfolios designed to meet specific investment goals. Portfolios consist primarily of stocks, bonds, notes and exchange traded funds (ETFs). Account supervision is guided by the stated objectives of the client.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be discounted for charitable nonprofit organizations or foundations. A minimum of $500,000 of assets under management is required, but this may be negotiable.
Fee Estimator
The annual fee for portfolio management is a percentage of assets under management: 1.00% for assets between $500,000 and $1 million, and 0.50% for assets above $1 million. SC may discount fees for charitable nonprofit organizations or foundations. A minimum of $500,000 of assets under management is required, but this may be negotiable. Fees are directly debited from client accounts in arrears at the beginning of each calendar quarter. Clients are also responsible for fees charged by ETFs, annuity separate accounts, mutual funds, custodians, and broker-dealers.
Areas of Practice
Location
999 Waterside Dr, #2600, Norfolk, VA, 23510-3300