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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-24-2010
- Office Locations
- 1
Office Locations
About Sage Hill Capital
Sage Hill Capital is an SEC-registered, fee-only RIA in Ann Arbor providing comprehensive investment advice, financial planning, and portfolio management. The firm builds custom portfolios around client risk tolerance and an unbiased asset-allocation process, avoiding one-size-fits-all models and product sales/commissions. Client focus includes individuals and families such as entrepreneurs and athletes. Team experience includes Merrill Lynch and JPMorgan; custody includes Schwab.
Team overview
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Investment Themes
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Services
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Owner & Executives
FREDERICK CHRISTOPHER FRAGNER
Chief Compliance Officer, Principal
- CRD
- #5544399
- Ownership
- 50% but less than 75%
DAVID LANCE ROBERTS
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #4678268
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $214,276,283 | $649,322 |
| Non-Discretionary | $0 | -- |
| Total | $214,276,283 | $649,322 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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