Assets Under Management

$2.0B

Number of Clients

2

Number of Advisors

22

Average Client AUM

$992.5M

AUM per Advisor

$90.2M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Piper Sandler & Co. provides analytical reports and financial strategies for financial institutions and public entities. Services include balance sheet management, fixed income advisory, treasury investment portfolio services, and public finance consulting. The firm offers non-discretionary advice and sub-advises an ETF.

Fee Structure

Financial Planning:Investment management only

Fees are negotiable and vary depending on the specific program and client relationship. Piper Sandler Fixed Income Analytics Program has a standard fee of $15,000 annually. Balance Sheet Management Services range from 1 to 8 basis points with a $2,000 minimum annually. Fixed Income Advisory Services have a standard rate of 16 basis points with a $20,000 minimum annually. Treasury Investment Portfolio Services range from 4 to 16 basis points with a $50,000 minimum annually. Public Finance Consulting Services Program has a maximum fee of $100,000 per engagement letter.

Areas of Practice
Investment Management
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Location

800 Nicollet Mall, Suite 900, Minneapolis, MN, 55402-7020

22 Advisors at this firm

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