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Updated September 28, 2026. Quick answer: Sand Hill Global Advisors is registered with the SEC as an investment adviser (CRD #111295, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $5,000 a year (the published maximum) under its published fee schedule. Already a client and thinking about leaving? Budget $50 if Schwab custodies your account. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Sand Hill Global Advisors at a glance
| Fact | What Sand Hill Global Advisors’ own pages say |
|---|---|
| Legal entity | Sand Hill Global Advisors, LLC |
| Registration | Sand Hill Global Advisors, LLC is registered with the SEC as an investment adviser (CRD #111295, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $5,000 a year (the published maximum), per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Sand Hill Global Advisors |
| Cost to leave (exit fee) | $50 if Schwab custodies your account |
What Sand Hill Global Advisors’ own fee schedule charges
CRD 111295 independently re-verified ACTIVE/isSECRegistered=Y, SEC-approved since 8/31/2000. SHGA managed $4,390,631,813 in client assets as of December 31, 2025. The brochure states a standard $2,500,000 aggregate account minimum, waivable at SHGA’s discretion, and describes each client’s actual rate/tier schedule as individually negotiated and set out in that client’s own Wealth Management Agreement rather than published; the only firm-wide number stated in Item 5 is the 1% ceiling, which is used here.
“Generally, the Wealth Management Fee charged by SHGA varies, ranging up to 1% of a Client’s AUM, and dependent upon the services provided, could be comprised of a mix of a tiered fee schedule and flat fee schedule(s).”
SHGA discloses only a single ceiling of up to 1% of AUM in Item 5 rather than a published tier table, so each benchmark balance is shown at the straight 1% ceiling rate; SHGA states that actual client rates are individually negotiated and may run lower.
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
See the full breakdown, including how the figure is calculated, on Sand Hill Global Advisors’ own fee page.
Registration
Sand Hill Global Advisors, LLC is registered with the SEC as an investment adviser (CRD #111295, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Sand Hill Global Advisors.
What it costs to leave
Sand Hill Global Advisors, LLC’s Form ADV Part 2A states “SHGA reserves the right to stop work on any account for which payment of fees is more than 60 days overdue.” Sand Hill Global Advisors, LLC names two possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets: $50 per account.” Fidelity Institutional discloses no comparable line item (an honest gap).
A dedicated how-to-leave page for Sand Hill Global Advisors covers the exit costs in full; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Form ADV Part 2A (March 30, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032133
- SEC IAPD firm summary (CRD #111295, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/111295
Methodology. This page was built September 28, 2026, drawing directly on Sand Hill Global Advisors’ own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Sand Hill Global Advisors; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Sand Hill Global Advisors’ own Form ADV Part 2A and Form CRS. We have not used Sand Hill Global Advisors as a client. Sand Hill Global Advisors did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See Sand Hill Global Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.