Firm
Sage Hill Capital
Ann Arbor, Michigan
Fee-only
Sage Hill Capital at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 79 individual clients, 34 of them high net worth.
- Its average account is about $649,000 (assets it manages divided by its 330 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Ann Arbor, Michigan |
|---|---|
| Website | sagehillcapital.com |
| [email protected] | |
| Phone | (888) 988-5623 |
Sage Hill Capital fees
Sage Hill Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $214 million |
| Individual clients | 45 |
| High-net-worth clients | 34 |
| Accounts managed | 330 |
| Employees | 2 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-71852) |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 155016 |