Suzy Giorgio
Suzy Giorgio is a registered investment advisor at Summit Global Investments, LLC, based in Canoga Park, CA, with 17 years of industry experience. Suzy 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
Canoga Park, CA
Get directionsHistory
Regulatory History (2)
Financial
August 2021Financial
March 2021Other Business ActivitiesSells Insurance
Suzy is an independent representative for estate planning services, a marketing representative for a marketing and event company, and makes referrals for estate planning, wills, and trusts. She also sells Medicare Advantage and is an agent/registered rep for Revolution Financial Management, which involves insurance and securities; this takes significantly more than full-time.
Employment History
Current Registrations
Summit Global Investments, LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations5 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.