AS
CFA
AS
CFA

Aash Michael Shah

8 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
88 advisors
Number of Clients
6,923 clients
Average Client Portfolio
$278K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$20K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.70%
$1M+1.50%

SGI reserves the right to charge clients less than the stated maximum fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

620 South Main Street, Bountiful, UT, 84010

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Summit Global Investments, LLC
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Summit Global Investments, LLC
March 2017 - December 2017 · 9 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.