Blue Summit Wealth Management offers financial planning and investment management services. Financial planning covers a range of topics, from broad financial management to single-subject consultations. Investment management is provided on an ongoing basis, tailored to individual client needs and goals. Blue Summit also offers pension consulting services to businesses.
Assets Under Management$210M
Clients230
Advisors3
Avg. per Client$920K
Avg. per Advisor$70M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.5%. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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