Financial advisor · Ann Arbor, MI
Boardwalk Wealth Management
Fee-only financial planning and investment management
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Fee-only fiduciary investment advice and portfolio management5623 Sage Hill Capital 220 South Main Street Suite 301, Ann Arbor, MI
Sage Hill Capital is an SEC-registered investment advisor and independent boutique investment manager. The firm provides comprehensive investment advice and portfolio management, building a custom portfolio for each client rather than using a one-size-fits-all model.
The firm works as a fiduciary and is strictly fee-only, charging asset-based advisory fees and taking no commissions or product sales compensation. Its team includes Dave Roberts and Chris Fragner. The office is at 220 South Main Street in Ann Arbor, and the firm says it serves clients as a fiduciary with an unbiased asset allocation process.
Fee-only financial planning and investment management
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Investment management with a long-term, steady approach
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