Sachem Hill LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Sachem Hill offers customized investment advice, including investment policy development, asset allocation, and portfolio construction. They identify, research, evaluate, select, and monitor investment managers across major global asset classes. Sachem Hill also provides financial planning and consulting services based on clients' financial situations, goals, and objectives. They also manage private investment funds.

Assets Under Management$1.2B
Clients184
Advisors4
Avg. per Client$6.7M
Avg. per Advisor$310M

Fee Structure

Minimum Investment:$10M
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4 Advisors at this firm