Summit Wealth Management Group offers investment management and financial planning services. Investment management is offered through LPL Financial's Strategic Wealth Management platform. Financial planning covers investment, retirement, estate, charitable, education, tax, and insurance needs. They also offer programs sponsored by LPL Financial, including algorithm-based and professionally managed portfolios.
Fee Structure
Summit Wealth Management Group offers investment management services where the fee is a percentage of the assets they manage. The maximum annual fee is 2.0% of the account's value. The exact fee is negotiable based on factors like the client's situation, account complexity, potential for deposits, and the relationship with the advisor. Clients may also incur charges at the mutual fund level. They offer both wrap and non-wrap fee accounts.