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 operates as an advisory firm that has its headquarters in Buffalo, New York. The company administers $1.8 billion in assets under management across 3,216 accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). It has a small group, including 15 financial advisors. Sandhill Investment Management is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments such as bonds, options and stocks.

    Sandhill Investment Management manages most of the firm's client assets on a discretionary basis. Discretionary management signifies that transaction judgments are made by an investment advisor without requiring client approval. The company also oversees 180 non-discretionary accounts with a total of $213.3 million in assets under management. The firm's typical account size is $566,694. The typical financial advisor at Sandhill Investment Management oversees around 214 client accounts.

    Sandhill Investment Management's central office is located at 40 Fountain Plaza, Buffalo, New York 14202. The firm is legally permitted to provide services to investors throughout 32 U.S. states and territories.

    Assets Under Management

    $1.8 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

    $1.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    23

    National Average: 64
    Total Number of Accounts

    3,216

    National Average: 375,227
    Average Account Size

    $566.7 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors typically depend on the services offered. However, fees charged by the company can be comprised of the following fee types: asset-based, fixed or other. Sandhill Investment Management does participate in a wrap fee program, in which the company offers a bundle of services for a single 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

    Sandhill Investment Management works with retail investors, high net worth investors, charitable organizations and corporations. Out of its 3,216 accounts, Sandhill Investment Management's biggest client type is retail investors, but it also serves 296 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone 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). None of the firm's clients are non-U.S. persons.

    • High-Net-Worth Individuals* - 13.44%
    • Other Individuals - 83.75%
    • Corporations - 1.95%
    • Charitable Organizations - 0.86%

    * 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

    Stephen Garvin
    Buffalo, NY
    Ryan Myers
    Buffalo, NY
    Thomas Baker
    Buffalo, NY
    Christian Martinez
    Buffalo, NY
    Paul Stancs
    Litchfield, CT
    Christopher Kicinski
    Buffalo, NY
    Shant Goubrial
    Buffalo, NY
    Kristyna Hassler
    Buffalo, NY
    Jonathan Amoia
    Buffalo, NY

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