Summer Fields Investments manages discretionary investment portfolios for individuals, high-net-worth individuals, trusts, estates, and business entities. Summer Fields Investments builds customized portfolios utilizing a wide range of securities, including stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts, tailored to each client's specific risk tolerance and financial goals. Summer Fields Investments conducts fundamental, technical, and macroeconomic analysis to optimize portfolio positioning. The firm operates with no account minimums and charges a fee based on a percentage of the assets under management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.67% |
| $500K+ | 0.57% |
Rates are negotiable. The 0.57% rate applies to all client assets when total assets exceed $500,000.