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 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
Pine Valley, UT
Get directionsHistory
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.