Amanda Pate is a CFP, ChFC-designated registered investment advisor at Summit Wealth Partners, LLC, based in Clover, SC, with 8 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 776 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Summit Wealth Partners' annual wealth management and investment advice fees range from 0.75% to 2.00% of your portfolio, depending on the amount you invest and the services you receive. These fees may be negotiable. Summit also uses a third-party platform to manage held-away assets such as defined contribution plan participant accounts, with discretion. The annual fee is 0.30% billed quarterly in advance.
Location
Clover, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Summit Wealth Partners, LLC
State Registrations2 states
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