Andrew Schwarz is a registered investment advisor at Summit Wealth Group LLC, based in Exeter, NH, with 10 years of industry experience. Andrew 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, Retirement Planning, and 1 more. Their firm serves 438 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Wealth Group offers investment management services for an annual fee based on a percentage of the assets managed. This fee typically varies between 0.25% and 1.5%, based on a blended tiered fee schedule. The factors affecting the fee percentage include the size of the account, complexity of asset structures, and whether ongoing financial planning is incorporated into asset management. The advisory fee is paid quarterly, in advance.
Location
20B Hampton Road, Exeter, NH, 03833
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Summit Wealth Group LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
State Registrations1 state
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