Sage Hill Capital

The firm charges asset-based advisory fees and states it does not receive commissions, trailers, or other sales-related compensation. Its website describes it as strictly fee-only. No performance-based or hourly fee structures are disclosed.

The firm is run by its two principals, Dave Roberts and Chris Fragner. Both are former University of Michigan hockey players who previously worked together at Telemus Capital Partners. No additional investment committee or analyst team members are disclosed.

The firm states it is an SEC-registered investment advisor serving in a fiduciary capacity. It explicitly contrasts its fiduciary duty with broker-dealers, which it says are not fiduciaries, and notes that its recommendations are based solely on investment merit and client risk tolerance.

The firm states it does not use a one-size-fits-all model portfolio strategy. Instead, it designs custom portfolios for each client based on individual needs and risk tolerance.

The firm's sole office is in Ann Arbor, Michigan. No additional locations are disclosed, though an early listing also referenced other cities that do not appear on the current site.