”
How does the advisor help clients – Key Takeaways:
Sandhill Markets Advisors LLC is a boutique financial advisory firm that specializes in providing tailored financial solutions for high net worth individuals and businesses. With a team of experienced advisors, the firm offers a wide range of services to help clients achieve their financial goals.
Facts and Insights
Founded in 2005, Sandhill Markets Advisors LLC has over 15 years of experience in the financial industry. The firm has grown significantly over the years and currently manages over $500 million in assets under management for its clients. With a team of 12 advisors, the firm is able to provide personalized and attentive service to each of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 15 years |
Financial Services Offered
Sandhill Markets Advisors LLC offers a wide range of financial services to help clients manage their wealth, plan for the future, and achieve their financial goals. These services include:
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance planning
- Education planning
Client Types
The firm primarily serves high net worth individuals and families, but also works with small businesses and institutions. Their clients come from a variety of industries and backgrounds and have a range of financial needs and goals.
Fees & Compensation
Sandhill Markets Advisors LLC operates on a fee-based structure that is determined by the level of assets under management. The firm believes in being transparent with their clients, and therefore fully discloses all fees and compensation arrangements prior to beginning any advisory relationship.
Background
Sandhill Markets Advisors LLC was founded by three seasoned financial professionals with a combined 50 years of experience in the industry. The founders saw a need for a more personalized and attentive approach to financial advising and set out to create a firm that truly puts their clients’ best interests first. This philosophy remains at the core of the firm’s values and drives their commitment to providing exceptional service to each and every client.
Financial Advisor Disclosures to Know
As a registered investment advisor, Sandhill Markets Advisors LLC is required to disclose any potential conflicts of interest or disciplinary actions in their Form ADV. As of this date, the firm has no disciplinary actions and operates with full transparency to ensure clients’ trust and confidence.