Summit Financial provides financial services to individuals and small businesses. These services include investment planning, retirement planning, college aid planning, tax preparation, insurance planning, bookkeeping, and business consulting. Services are delivered through seminars, face-to-face meetings, or online meetings. Summit Financial uses software to analyze and perform services for clients.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$50
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5K | 1.00% |
| $5K - $25K | 0.75% |
| $25K+ | 0.50% |
The minimum investment fee is $50 on each investment purchase or sale/liquidated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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