Summit Financial Wealth Advisors provides personalized portfolio management and financial consulting services to individuals, families, trusts, and businesses. Summit Financial builds customized investment portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds, and monitors performance on an ongoing basis. The firm offers specialized services including business management, divorce financial consulting, and third-party manager selection. Summit Financial tailors its strategies to each client's specific financial situation, risk tolerance, and investment objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.95% |
Rates shown are for equities and mutual funds. Fixed income investments are charged at 0.65% for the first $250,000 and 0.50% for amounts over $250,000. Fees are negotiable.