Summit Asset Management works with clients to create a financial outline based on their goals and risk tolerance. They then develop an investment plan to meet those goals. Summit manages investment portfolios on a discretionary basis, meaning they can make trades without asking you first. They also offer financial planning services covering retirement, education, charitable giving, and insurance analysis. When providing retirement advice, Summit is legally required to act in your best interest.
Assets Under Management$940M
Clients523
Advisors6
Avg. per Client$1.8M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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