Summit Capital provides investment management services, primarily using individual stocks, mutual funds, and exchange-traded funds. Summit acts as an investment advisor, supervising and directing investments based on the client's risk tolerance. Summit Capital does not provide any financial planning services.
Assets Under Management$210M
Clients215
Advisors3
Avg. per Client$970K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable based on the specific nature and scope of the engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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