Summit Financial Strategies offers a range of services including investment management, financial planning, and tax planning. Clients can choose standalone investment management, a bundled wealth management service that combines investment management with financial planning, or standalone financial planning based on net worth. Summit Financial Strategies also provides tax planning services and manages held-away accounts like retirement plans and college savings plans. The firm works primarily with individuals, business trusts, estates, and charitable organizations, utilizing a long-term investment strategy primarily focused on mutual funds, exchange-traded funds, and individual securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.45% |
| $4.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Rates shown are for investment management only. Bundled wealth management rates range from 1.00% to 0.15%. Fees are negotiable.
