Sage Hill Advisory and Management provides financial advisement and investment management to individuals, families, related entities, trusts, estates, and family businesses. Sage Hill helps clients define financial objectives and develop strategies to reach those objectives, including cash flow and budget management, tax planning, risk exposure review, investment management, education funding, retirement planning, and estate planning. Sage Hill does not act as a custodian of client assets.
Assets Under Management$68M
Clients20
AdvisorsN/A
Avg. per Client$3.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.35% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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