Summit Wealth Partners is a registered investment advisor headquartered in Orlando, Florida, with additional offices in Florida and Michigan. The firm provides comprehensive wealth management, investment portfolio creation and monitoring, and pension consulting services. Summit Wealth Partners builds personalized financial plans addressing income, net worth, taxes, cash flow, retirement, employee benefits, estate and charitable giving, education pre-funding, and risk management. The firm generally focuses on using low-cost, tax-efficient registered exchange-traded funds and mutual funds based on academic research and modern portfolio theory. In addition to wealth management, Summit Wealth Partners offers standalone financial planning and allows clients to request specific investment restrictions. The firm works with individuals, families, businesses, trusts, estates, and retirement plans, and maintains relationships with independent custodians such as Charles Schwab and Fidelity for holding client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range between 0.75% and 2.00% depending on assets under management and services provided. Fees are negotiable in limited circumstances. Held-away assets managed via third-party platforms are charged 0.30% annually.