Sage Hill Capital

Sage Hill Capital (CRD# 155016) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $101,480,411 in 253 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $401,108
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Sage Hill Capital
Showing 1 - 2 of 2 top financial advisors.
1
Frederick C. Fragner
CRD#: 5544399
333 S. Main St., Suite 200, Ann Arbor, MI 48104
93
Wealthminder
score

Frederick Fragner (CRD# 5544399) is an Investment Advisor Representative working at Sage Hill Capital in Ann Arbor, MI and has over 5 years of experience in the finance industry.

2
David L. Roberts
CRD#: 4678268
333 S. Main St., Suite 200, Ann Arbor, MI 48104
93
Wealthminder
score

David Roberts (CRD# 4678268) is an Investment Advisor Representative working at Sage Hill Capital in Ann Arbor, MI and has over 12 years of experience in the finance industry.

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