Summit Capital Solutions (SCS) offers asset management services as a sub-advisor to third-party investment advisors. SCS creates model portfolios that are then offered to registered investment advisor firms. SCS may develop customized portfolio holdings based on a client's risk tolerance and investment objectives. SCS does not participate in wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Summit Capital Solutions provides investment advice as a sub-advisor to other registered investment advisor firms. Summit receives a sub-advisory fee that typically ranges between 0.20% to 0.50%.
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