Summit Wealth Group, operating under the name Integrated Wealth Solutions, provides personalized investment management and financial planning services primarily to individuals and high-net-worth families, with a strong focus on retirement planning. Summit Wealth Group tailors portfolios to each client's specific goals, risk tolerance, and time horizon, utilizing a mix of mutual funds, exchange-traded funds, and individual securities. Portfolios can be managed on either a discretionary or non-discretionary basis. In addition to investment management, Summit Wealth Group offers comprehensive financial planning covering areas such as asset allocation, estate planning, tax strategies, and retirement income planning. The firm operates as a registered investment advisor and acts in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are paid quarterly in advance and will generally not exceed 2% of assets under management unless higher expertise or time is required.