Summit Financial Group offers portfolio management services, creating financial outlines and investment plans based on client goals and risk tolerance. They manage investment portfolios on a discretionary or non-discretionary basis and may recommend separate account managers. They also offer general consulting services on a project basis, including cash flow planning, estate planning analysis, and tax planning analysis.
Assets Under Management$21M
Clients80
Advisors2
Avg. per Client$260K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1M+ | 0.75% |
Minimum portfolio value and annual fees may apply. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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