Kelly Sauder is a registered investment advisor at Summit Global Investments, LLC, based in Cleburne, TX, with 11 years of industry experience. Kelly 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
Cleburne, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kelly is involved in tax preparation and estate planning services, as well as consulting. She also dedicates minimal time to networking, writing, consulting, and marketing for her wealthwave business or master network's group.
Employment History
Current Registrations
Summit Global Investments, LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations1 state
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