Summit Wealth Group provides investment management and financial planning services. They work with clients to define financial goals, create investment strategies, and construct portfolios using mutual funds, exchange-traded funds (ETFs), and individual stocks and bonds. Financial planning services may include a review of investments, tax planning, retirement planning, insurance, and estate planning. Summit uses a third-party platform, Pontera, to manage held-away assets such as 401(k) accounts.
Assets Under Management$150M
Clients251
Advisors2
Avg. per Client$600K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The investment management fees are negotiable at the sole discretion of the Adviser.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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