Robert Farrell is a registered investment advisor at Summit Global Investments, LLC, based in Bountiful, UT, with 25 years of industry experience. Robert 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.
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Learn about disclosures →Employment History
Current Registrations
Summit Global Investments, LLC
Previous Registrations
Presidium Partners, LLC
Credit Suisse First Boston
Donaldson Lufkin & Jenrette Securities Corporation
State Registrations3 states
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