Summit Advisors offers investment services through its Investment Advisor Representatives. These representatives tailor services to each client's needs. Summit Advisors has agreements with RBC Clearing and Custody for portfolio management. They offer IA Direct, where the representative manages portfolios, and Asset Allocation Third Party Money Managers, where the representative selects third-party managers. The firm manages discretionary accounts and had approximately $77.8 million in client assets as of December 31, 2024.
Assets Under Management$78M
Clients102
Advisors5
Avg. per Client$760K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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