Summa Corp. offers investment advice, supervisory services, consulting, and family office services. Summa advises on and executes trades in equities, options, debt instruments, government securities, hedge funds, and mutual funds. Summa provides both discretionary and non-discretionary account services tailored to each client's needs. Summa also offers portfolio consulting services on a non-discretionary basis.
Assets Under Management$460M
Clients66
Advisors2
Avg. per Client$7M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees for accounts over $2,000,000 are negotiable. Fixed income accounts under $2,000,000 are charged 0.75% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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