Sandhill Investment Management

CRD#129800
Investment Advisor Firm

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Learn more about Sandhill Investment Management

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Sandhill Investment Management is located at 40 Fountain Plaza, Buffalo, NY. The firm employs 15 financial advisors to manage client portfolios and provide financial guidance. Sandhill Investment Management is not a registered broker-dealer.

    Sandhill Investment Management oversees $2.1 billion in assets under management across 3,261 accounts, of which 3,087 are discretionary and 174 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to retail investors, high net worth investors, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Sandhill Investment Management includes asset-based, fixed, and other fees. The firm has 340 high net worth clients.

    Sandhill Investment Management is registered in the states of Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin.

    Assets Under Management

    $2.1 billion

    Number of Advisors

    15

    Disclosures

    No

    Office Location

    40 Fountain Plaza
    Buffalo, NY 14202

    Sandhill Investment Management by the Numbers

    Total Assets Under Management

    $2.1 billion

    National Average: $8.6 billion
    Total Number of Employees

    26

    National Average: 64
    Total Number of Accounts

    3,261

    National Average: 375,227
    Average Account Size

    $651.9 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advisory services typically depend on the financial services provided. Fees billed by Sandhill Investment Management likely consist of any blend of the following fee types: asset-based, fixed, or other. The firm participates in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    It provides services to retail investors, high net worth investors, charitable organizations, and corporations. Out of its 4 clients, Sandhill Investment Management's largest client type by number of accounts is high net worth investors, but it also caters to 340 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 15.68%
    • Other Individuals - 81.41%
    • Corporations - 2.08%
    • Charitable Organizations - 0.83%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Sandhill Investment Management does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Sandhill Investment Management

    Jonathan Amoia
    Buffalo, NY
    Jeffrey Lowrie
    Westfield, IN
    Stephen Garvin
    Buffalo, NY
    Kristyna Hassler
    Buffalo, NY
    Paul Stancs
    Litchfield, CT
    Ryan Myers
    Buffalo, NY
    Patrick Collins
    Buffalo, NY
    Christian Martinez
    Buffalo, NY
    Thomas Baker
    Buffalo, NY

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