Summit Wealth Group (SWG) offers personalized financial life planning and wealth management services. SWG helps clients identify their financial goals and creates a roadmap to achieve them. SWG provides ongoing financial advice, investment management, and tax preparation services. SWG requires clients to complete a financial life plan for a fee before providing investment management services.
Fee Structure
Summit Wealth Group offers investment management services for an annual fee based on a percentage of the assets managed. This fee typically varies between 0.25% and 1.5%, based on a blended tiered fee schedule. The factors affecting the fee percentage include the size of the account, complexity of asset structures, and whether ongoing financial planning is incorporated into asset management. The advisory fee is paid quarterly, in advance.