Summit Investment Advisory Services (SIAS) provides ongoing portfolio management based on individual client goals and risk tolerance. SIAS also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. SIAS may provide advisory services through programs sponsored by LPL Financial.
Assets Under Management$750M
Clients1,075
Advisors8
Avg. per Client$690K
Avg. per Advisor$93M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The fee is negotiable based on a number of different factors to include, but not limited to: total account value(s), complexity of planning and services, investment allocation of the account, customer loyalty (longtime client), and personal relationship (family member or friend).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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