Advosion, operating as Summit Investment Guidance Partners, provides financial planning and investment management services. The firm explores clients' values, priorities, and financial circumstances to offer Life-Centric Planning and Real-Life Investing services. Life-Centric Planning focuses on aligning financial decisions with personal priorities, while Real-Life Investing aligns investments with client priorities. Advosion typically uses institutional mutual funds and exchange-traded funds to implement investment strategies.
Assets Under Management$32M
Clients16
Advisors1
Avg. per Client$2M
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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