Robin Kaukonen is a registered investment advisor at Summit Global Investments, LLC, based in Bountiful, UT, with 19 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 6,923 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees may be lowered based on client's investment objectives, risk, and suitability, and how assets are allocated.
Fee Estimator
Location
620 South Main Street, Bountiful, UT, 84010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robin owns rental real estate property in Fairfax, CA since 1998, and jointly owns investment property in Oakland, CA with Nancy Meadows since 2015. Robin spends minimal time on each of these activities annually.
Employment History
Current Registrations
Summit Global Investments, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
World Equity Group, INC.Broker
Itg INC.Broker
Lehman Brothers INC.Broker
Cantor Fitzgerald & CO.Broker
Lehman Brothers INC.Broker
Hambrecht & Quist IncorporatedBroker
State Registrations1 state
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