Summa Global Advisors, LLC is a registered investment advisor based in Clackamas, Oregon, founded in 2008. The firm provides continuous portfolio management and wealth management services tailored to each client's individual needs, net worth, risk tolerance, and time horizon. Summa Global Advisors builds diversified portfolios using stocks, exchange-traded funds, mutual funds, individual bonds, and separate account managers. In addition to managing investments, the firm includes financial and retirement planning services for ongoing management clients, and offers standalone financial planning for clients under separate agreements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000. For separately managed accounts using outside managers, Summa charges 0.50% in addition to the outside manager's fees.