Sarah Haizlip is a registered investment advisor at Summit Asset Management LLC, based in Pensacola Beach, FL, with 20 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 523 clients with $940M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees may be negotiable. The minimum portfolio value is generally set at $500,000, but Summit may make exceptions.
Fee Estimator
Location
Pensacola Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Summit Asset Management LLC
Previous Registrations
Legacy Wealth Management INC
State Registrations2 states
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