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Updated September 28, 2026. Quick answer: $2,500,000 for an SHGA client account. Sand Hill Global Advisors’ own Form ADV Part 2A brochure states this figure directly, though the firm can waive or reduce it at its own discretion. At that minimum, Sand Hill Global Advisors’ own published fee schedule works out to $25,000 a year.
Account minimums at comparable advisory firms: BOK Financial Private Wealth Minimum Investment (2026) and Brighton Jones Minimum Investment (2026).
For a closer look at this firm: Is Sand Hill Global Advisors a Fiduciary?
The minimum, in the firm’s own words
“SHGA’s minimum aggregate size for client accounts is $2,500,000, though SHGA reserves the right to, in their discretion, waive that minimum asset level.”
On waivability: “SHGA reserves the right to, in their discretion, waive that minimum asset level.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| an SHGA client account | $2,500,000 | $25,000 | Yes, at the firm’s discretion |
| Source: Form ADV Part 2A, March 30, 2026 | |||
Sand Hill Global Advisors’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Sand Hill Global Advisors’ own published fee schedule runs up to $5,000 a year (the published maximum); see the full dollar breakdown from Sand Hill Global Advisors’ own fee disclosure across several account sizes. Read our full review of Sand Hill Global Advisors before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Sand Hill Global Advisors, or read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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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 Investment Adviser Public Disclosure, Sand Hill Global Advisors, LLC (CRD #111295): https://adviserinfo.sec.gov/firm/summary/111295
- Sand Hill Global Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/111295/PDF/111295.pdf
Methodology. This page was built September 28, 2026, quoting directly from Sand Hill Global Advisors’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session 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 the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.