Blue Summit Wealth Management provides personalized financial planning and ongoing investment portfolio management for individuals, high net worth families, trusts, and business owners. The firm focuses on creating comprehensive financial plans covering retirement, cash flow, real estate, college funding, and risk management. Blue Summit Wealth Management strongly emphasizes socially responsible investing, selecting mutual funds that incorporate environmental and social criteria. In addition to individual wealth management, the firm offers pension consulting services to employee benefit plans. Blue Summit Wealth Management operates as a registered investment advisor and acts in your best interest when providing retirement advice. The team includes licensed insurance agents who may recommend insurance products, creating a potential conflict of interest that is disclosed to clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.5%. Fees are negotiable depending on individual client circumstances.