Summit Group Retirement Planners manages investment portfolios and offers financial planning services. They use a tactical allocation strategy to reduce risk and increase performance, primarily recommending exchange traded funds and mutual funds. They also offer pension consulting services to qualified plans and participant fiduciary advice.
Assets Under Management$300M
Clients247
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Summit Group Retirement Planners charges an annual investment advisory fee based on the value of your portfolio, paid quarterly. Alternatively, they may charge a flat annual fee for investment advisory services. The specific fee depends on the investment strategy and the size of your account. These fees may be negotiable.
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