Summit Advisors is a registered investment advisor founded in 2007 that provides investment management and advisory services to individuals, trusts, estates, corporations, non-profits, and small businesses. Services are delivered through individual investment advisor representatives who have the flexibility to offer solutions tailored to each client's needs. Summit Advisors manages all accounts with the authority to make trades without asking first, using fundamental, technical, and cyclical analysis to build investment strategies. The firm handles portfolio management directly through agreements with clearing firms or by selecting third-party money managers. Summit Advisors does not charge commissions on transactions and does not have a blanket policy restricting certain investments, allowing representatives to provide customized advice based on individual risk tolerance and investment horizons. The firm does not take custody of client funds, and all accounts are held by qualified clearing custodians.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50% and is negotiable. Fees can be billed monthly or quarterly.