Corlan Robinson

Summit Global Investments, LLC

1 Year of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

Summit Global Investments, LLC

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 Management	Annual Fee
Up to $500K	2.00%
$500K - $1.0M	1.70%
$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

—

Location

Pine Valley, UT

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Financial

December 2020

Final

View Full SEC Report How to Read Disclosures

Other 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.

Corlan Robinson

Areas of Practice

Compensation

Firm Size

Number of Clients

Average Client Portfolio

Assets Under Management

Fee Structure

AUM-Based Fees (Tiered)

Fee Estimator

Location

History

Regulatory History (1)

Financial

Other Business ActivitiesSells Insurance

Employment History

Current Registrations

Summit Global Investments, LLC

State Registrations1 state

Exams