Sage Hill Capital offers investment management services, including ongoing stock, bond, and mutual fund allocation decisions and trading. They create customized portfolios based on client needs, financial goals, and risk tolerance. Financial planning, retirement planning, and financial consulting are included with portfolio management services. Sage Hill Capital does not use models, preferring to create unique solutions for each client.
Assets Under Management$210M
Clients79
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fee is negotiable but never exceeds 1.1% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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