Assets Under Management
$629.7M
Number of Clients
776
Number of Advisors
10
Average Client AUM
$812K
AUM per Advisor
$63.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Summit Wealth Partners offers comprehensive wealth management, investment advice, and pension consulting. Wealth management includes financial planning, investment strategies, and goal setting. Investment advice involves creating and managing portfolios, potentially using third-party managers. Pension consulting is offered to employee benefit plans and participants.
800 N. Orange Avenue, Suite 302, Orlando, FL, 32801