Triple Summit Advisors provides investment advice and financial planning to individuals, trusts, and corporate entities. They offer several investment strategies including global asset allocation, global compounding quality, global opportunistic & event-driven, and global quantitative factor investing. They may use subadvisors for some strategies. Financial planning covers cash flow, insurance, employee benefits, retirement, tax, and education planning. They also offer investment consulting services.
Assets Under Management$110M
Clients172
Advisors2
Avg. per Client$630K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Triple Summit Advisors offers several investment strategies with different fees:
- Global Asset Allocation: 0.65% per year of your portfolio.
- Global Compounding Quality: 1% per year of your portfolio.
- Global Opportunistic & Event Driven: 1.5% per year of your portfolio. Qualified clients may elect to pay a performance fee of 15% of the profits generated.
- Global Quantitative Factor Investing: 1% per year of your portfolio.
- Held Away Accounts: 0.65% per year of your portfolio.
Fees are billed quarterly. Lower fees may be negotiable based on the amount you invest.
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