Summit Place Financial Advisors manages investment portfolios and offers financial planning services for individuals and high-net-worth clients. The registered investment advisor builds customized portfolios primarily using individual stocks and bonds, while also providing guidance on retirement, tax, and estate planning as part of its core services. Summit Place operates on a fee-only basis, meaning compensation comes solely from a percentage of the assets under management rather than commissions from selling financial products.
Assets Under Management$300M
Clients59
Advisors3
Avg. per Client$5.1M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$50,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable at the firm's discretion. The firm generally requires an aggregate annual minimum fee of $50,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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