Summit Family Office Services (SFOS) offers investment advice and financial planning to individuals and high-net-worth individuals. SFOS creates personalized investment plans based on each client's goals, risk tolerance, and time horizon. SFOS's services include portfolio management, investment strategy, and financial planning covering retirement, college, and tax concerns. SFOS primarily recommends mutual funds, fixed income securities, insurance products, equities, hedge funds, private equity funds, ETFs, treasury inflation protected bonds, non-U.S. securities, venture capital funds and private placements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.80% |
| $20M+ | 0.80% |
Fees are generally negotiable. Qualified clients may pay 2% of assets under management along with a 20% performance fee based on capital appreciation.