7Summit Advisors offers investment management and financial planning services. For investment management, they create and manage portfolios based on clients' individual needs and goals. They manage accounts on a discretionary basis. Financial planning services include investment, retirement, estate, charitable, education, and tax planning. They also offer consulting services on corporate structure, real estate, debt, insurance, and business financial planning.
Assets Under Management$29M
Clients28
Advisors1
Avg. per Client$1M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees are negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...