Sage Hill Advisory And Management LLC

Sage Hill Advisory and Management, LLC is a financial advisory firm established on March 6, 2009, by principal owners Philip J. Toffel and Frank M. Antalek. The firm specializes in providing financial advisement and investment management services to individuals, families, trusts, estates, and family businesses. Services offered include investment supervisory services, financial planning, and limited investment advice on various types of securities. Clients have the option to impose restrictions on their investments based on personal values or beliefs. The firm manages assets held by independent custodians in the client's name and may recommend other professionals as needed. Sage Hill charges fees based on a percentage of assets under management, with a minimum account size of $1,000,000 and a minimum annual fee of $20,000. The firm's investment strategies include long-term and short-term trading, with a focus on fundamental, technical, and cyclical analysis. Clients grant Sage Hill discretionary authority over their accounts for buying and selling securities. The firm does not accept performance-based fees or compensation for the sale of securities to clients. Sage Hill does not participate in wrap fee programs and does not have any disciplinary events in its history.