Summer Creek Wealth Management offers investment advice and financial planning to help clients meet their financial goals. As a fiduciary, Summer Creek is legally required to act in the client’s best interest. They offer investment supervisory services where they create and manage portfolios using stocks, bonds, ETFs, and mutual funds. They also offer standalone financial planning and consulting services covering investment planning, retirement planning, estate planning, tax planning, and more.
Fee Structure
Summer Creek Wealth Management charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the types of investments used in your portfolio:
- Fixed Income Strategies: 0.50% - 0.75%
- Strategies Involving Mutual Funds, ETFs, and/or Other Types of Securities: 0.75% - 1.25%
These fees are negotiable and are deducted from your account quarterly, in advance.