Summit Planning Group offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, education planning, and debit/credit planning. They primarily recommend exchange-traded funds and equities.
Assets Under Management$100M
Clients223
Advisors1
Avg. per Client$470K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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