Sandlot Partners, LLC
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Learn more about Sandlot Partners, LLC
Sandlot Partners, LLC operates as a financial advisor company headquartered in Orem, Utah. It manages $346.4 million in assets under management throughout 27 customer accounts, making it a mid-tier firm in the nation by assets under management (AUM). It has a small team, including 15 financial advisors. Sandlot Partners, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as options, bonds and equities.
Sandlot Partners, LLC oversees all of the company's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell choices for the client's account without requiring the client's approval. The investment advisory firm's typical account size is $12.8 million. The typical financial advisor at Sandlot Partners, LLC manages around two client accounts, placing it among the most individualized firms in the country.
The firm's headquarters is located at 1510 East 840 North, Orem, Utah 84097. The firm is allowed to provide services to clients in the state of Utah.
Assets Under Management
Number of Advisors
Sandlot Partners, LLC by the Numbers
Financial advisory fees usually depend on the type of financial services offered. However, fee types charged by the company most likely consist of any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Offered by 69% of firms
Percentage of AssetsShow 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 26% of firms
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 21% of firms that offer this fee type
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
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 0% of firms that offer this fee type
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.
Find one of the 32% of firms that offer this fee type
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.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 27 customers, Sandlot Partners, LLC's biggest client group is pooled investment vehicles. None of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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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Sandlot Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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