3Summit Investment Management offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. 3Summit creates an investment plan for each client and may use model portfolios. Clients can impose restrictions on investments. 3Summit may also act as a sub-advisor to other investment advisors.
Assets Under Management$25M
Clients99
Advisors3
Avg. per Client$250K
Avg. per Advisor$8.3M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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