Summit Financial Advisors offers financial planning and investment consulting services. They analyze a client's financial profile to determine suitable financial advice and investment strategies. Financial planning may include retirement planning, tax strategies, cash flow analysis, estate planning, and asset protection. Summit Financial Advisors recommends a tactical allocation strategy to reduce risk and increase performance. Clients are responsible for implementing investment recommendations.
Fee Structure
Summit Financial Advisors does not manage client portfolios directly. They provide financial advisory and consulting services for a fee. Some clients contract for services based on an hourly fee ($100-$300/hour), while others pay a fixed annual fee ($1,000-$50,000 per year). Some clients may contract for a combination of hourly and fixed fees. These fees are separate from transaction fees, custodial fees, and mutual fund expenses.