Summa Capital Management (SCM) offers investment management services based on individual client goals, using mutual funds, ETFs, individual stocks, and fixed income securities. SCM also provides financial planning and consulting services, including preparing financial plans and offering recommendations. SCM may refer clients to other specialists like accountants or attorneys.
Assets Under Management$80M
Clients47
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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