Summit Investment Management provides investment advice and manages investment portfolios for individuals, retirement plans, trusts, and other entities. They offer two service tiers: Investment Management Services and Wealth Management Oversight, which includes coordination with other financial professionals. Summit uses mutual funds, exchange-traded funds, and individual bonds in client portfolios. They also license their model portfolios to other registered investment advisors.
Assets Under Management$87M
Clients169
Advisors2
Avg. per Client$510K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The Wealth Management Oversight tier has fees up to 1.25% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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