Summit Equity Management invests in publicly traded US equities. Summit uses company-specific analysis to select equities for client portfolios, rather than a broad market approach. Clients can specify restrictions on investments. Summit does not offer wrap fee programs.
Assets Under Management$2.5M
Clients6
Advisors1
Avg. per Client$410K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...