Summit Wealth Strategies Group is a fee-only registered investment advisor offering investment management, financial planning, and consultation services. They work with individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Summit Wealth Strategies Group aims to provide tailored services based on each client's unique needs and goals.
Assets Under Management$60M
Clients54
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$60M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.60% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...