Summer Fields Investments provides investment advice and manages client accounts based on their individual financial situations, risk tolerance, and goals. They primarily use equity securities, fixed income securities, mutual funds, and exchange traded funds. Investment decisions are made with attention to how the managed account fits into the client’s overall financial plan. The firm seeks to maximize returns for a given level of risk.
Assets Under Management$30M
Clients188
Advisors1
Avg. per Client$160K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.67% |
| $500K+ | 0.57% |
Rates are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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