Assets Under Management
$3.0B
Number of Clients
1,225
Number of Advisors
25
Average Client AUM
$2.5M
AUM per Advisor
$120.3M
Compensation
Fee-Only (AUM)
Summitry, LLC offers financial planning and portfolio management services. They manage assets on a discretionary basis, utilizing internally managed strategies and third-party investment managers. Services are tailored to individual client needs, including financial planning and educational seminars. They may also introduce clients to unaffiliated law firms for estate planning services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.63% |
919 Hillsdale Blvd., Suite 150, Foster City, CA, 94404