Summer Roberts
Summer Roberts is a CFP-designated registered investment advisor at Family Capital Advisors, LLC, based in Atlanta, GA, with 19 years of industry experience. Summer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 89 clients with $66M 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 $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.15% |
Fees may be negotiable.
Fee Estimator
Location
Atlanta, GA
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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 ActivitiesSells Insurance
Summer is a managing director and portfolio manager at Family Capital Advisors, providing financial and investment planning services, dedicating nearly full-time hours to this role. Summer also works as an insurance advisor, focusing on life and long-term care insurance planning, spending a few hours per week on this activity.
Employment History
Current Registrations
Family Capital Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
SA Stone Wealth Management INC.Broker
Lakeview Capital Partners, LLC
Ha&w Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.