Summit Wealth Management offers portfolio management based on individual client goals and risk tolerance. They also provide consulting services to pension and employee benefit plans. Summit generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equity securities and ETFs. Summit requests authority to make trades without asking first.
Assets Under Management$120M
Clients198
Advisors2
Avg. per Client$610K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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