Assets Under Management
$122.1M
Number of Clients
941
Number of Advisors
6
Average Client AUM
$130K
AUM per Advisor
$20.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Summit Financial Consulting offers portfolio management, advisory, and financial planning services, including retirement income, investment, college, insurance, family, and business planning. They primarily use no-load mutual funds and ETFs, tailoring services to individual client needs and risk tolerances. They also offer insurance-based products. They may hire sub-advisors or co-advisors to manage client assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee may be negotiable.
43409 Schoenherr Road, Sterling Heights, MI, 48313