Corlan Robinson
Corlan Robinson is a registered investment advisor at Summit Global Investments, LLC, based in Pine Valley, UT, with 2 years of industry experience. Corlan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 7,475 clients with $2.3B 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 are maximum rates and may be lowered based on client investment objectives, risk profile, suitability, and asset allocation. Accounts are subject to a maximum annual administrative fee of $60 per household.
Fee Estimator
Location
Pine Valley, UT
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Regulatory History (1)
Financial
December 2020Other Business ActivitiesSells Insurance
Corlan works as a senior benefits consultant for Employee Benefits Pro since January 2024, providing company group benefits including health, life, and ancillary insurance. This activity is investment-related.
Employment History
Current Registrations
Summit Global Investments, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.