Sage Hill Advisory and Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$500,000

“Depending upon the complexity of the situation and the needs of the client, the rate for financial planning advice is between $5,000 and $500,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sage Hill Advisory and Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid quarterly in advance, and clients may terminate their contracts with five days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”

How Sage Hill Advisory and Management LLC’s fees compare

• Its flat or project fee of $5,000-$500,000 is above the New York median of $4,500. 100% of the 251 other New York planners that publish a flat or project fee charge less.
• 9 of the 9 other planners in Saratoga Springs that publish a flat or project fee charge less.

About Sage Hill Advisory and Management LLC

• Firm size: 3 employees.
• Registered as an adviser: 2009 (17 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.35% a year

Clients

17

Employees

3

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$73,324,765

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

149365

Website

linkedin.com/company/2639133 (opens in new tab)

Phone

(518) 763-6338

Other planners in Saratoga Springs that publish fees

• Barbara J. Bouchey Asset Management, Inc.Saratoga Springs$100⁠-⁠$250/hr, $500⁠-⁠$2,500
• Crescent Hill Partners LLCSaratoga Springs$5,000⁠-⁠$50,000
• Dubois Capital Management LLCSaratoga Springs$500⁠-⁠$5,000
• Even Keel AdvisorsSaratoga Springs$290/hr, $250⁠-⁠$12,000
• Inside Edge Capital Management, LLCSaratoga Springs$10,000
• King Wealth Management Group, LLCSaratoga Springs$2,500⁠-⁠$10,000

Compare all 16 planners in Saratoga Springs