Assets Under Management
$978.7M
Number of Clients
4,970
Number of Advisors
15
Average Client AUM
$197K
AUM per Advisor
$65.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Summit Wealth Strategies offers asset management and financial planning services tailored to client needs. They provide ongoing portfolio monitoring and rebalancing. Financial planning covers investment, retirement, estate, tax, and insurance analysis. They also refer clients to third-party money managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 1.00% |
Fees are negotiable.
16020 Swingley Ridge, Suite 110, Chesterfield, MO, 63017