Summit Consultants provides financial planning services, including investment advice, insurance planning, estate planning, retirement planning for individuals and businesses, college planning, and business planning. The firm focuses on building relationships based on honesty, concern, respect, responsibility, and trust. They prepare a comprehensive overview that integrates investment management, insurance planning, and estate planning into one report.
Assets Under ManagementN/A
ClientsN/A
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Summit Consultants charges a fixed fee for financial planning services:
- Individual planning: $250 to $5,000 per plan, based on the anticipated time necessary.
- Pension or profit-sharing plans: $2,500 to $25,000 per year, based on the anticipated time necessary.
One-Time Plan:$250 - $5,000
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