Summitry provides financial planning and portfolio management services on a discretionary basis. They use internally managed strategies called "Core" and may also engage third-party investment management firms called "Independent Managers" for their "Explore" strategies. Summitry tailors its advisory services to the individual needs of clients, which may include financial planning services and educational seminars/workshops.
Assets Under Management$3.4B
Clients1,327
Advisors26
Avg. per Client$2.5M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.63% |
Some clients who retain Jackson Financial Services, Summit Financial, or Continuum Advisory DBA Wealth Management Associates in addition to Summitry can receive a modified fee structure that ranges from 0.75% up to 1.00% of assets under management. May assess a minimum annual fee of $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
26 Advisors at this firm
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