Summit Investment Management offers investment advice and manages portfolios for individuals. They create tailored portfolios using stocks, bonds, exchange traded funds (ETFs), and mutual funds. They review and rebalance portfolios at least quarterly based on client needs and goals. Clients can place reasonable restrictions on investments. They also offer consulting services on an hourly or flat-fee basis.
Assets Under Management$17M
Clients32
Advisors1
Avg. per Client$520K
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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