Summit Financial Management provides financial planning services covering investment and risk management, education, retirement, tax, and estate planning. Summit also offers corporate advisory services to businesses, assisting with capital structure, debt optimization, and financial analysis. Additionally, Summit manages investment portfolios for clients. The firm also offers educational workshops on various financial topics.
Assets Under Management$65M
Clients80
Advisors1
Avg. per Client$810K
Avg. per Advisor$65M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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