Sage Hill Advisory And Management LLC
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Overview
Sage Hill Advisory And Management LLC is a financial advisory company located in Saratoga Springs, New York. It has $60.3 million in total assets throughout 96 customer accounts. It has a small group, including 3 financial advisors. Sage Hill Advisory And Management LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like equities, options and bonds.
Sage Hill Advisory And Management LLC oversees all of its client assets on a discretionary basis. Discretionary management is a structure in which transaction decisions are made by an investment advisor without needing the customer's authorization. The firm supervises roughly $627,890 for every customer account. The average advisor at Sage Hill Advisory And Management LLC oversees about 32 client accounts, making it about average in terms of personalization.
The firm's central office is located at 242 Nelson Ave, Saratoga Springs, New York 12866. The firm is legally allowed to provide services to clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sage Hill Advisory And Management LLC by the Numbers
$60.3 million
3
96
$627.9 thousand
Products and Services
Sage Hill Advisory And Management LLC provides a number of services, which can include financial planning services, portfolio management for individuals and small businesses and pension consulting services. In the last financial year, the company provided financial planning services to 1-10 of its clients. The company is involved in selling products or offering services apart from investment advice to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely vary depending on which services the firm provides the client. However, fee types charged by the company can be comprised of any blend of the following fee structures: asset-based, hourly or fixed. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Sage Hill Advisory And Management LLC caters to retail investors. Out of its 96 accounts, Sage Hill Advisory And Management LLC's biggest client by number of accounts is retail investors. None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sage Hill Advisory And Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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