Summit Financial Management is a registered investment advisor based in Mequon, Wisconsin, led by Chartered Financial Analyst Michael Scalise. The firm offers comprehensive and modular financial planning, corporate advisory services, and continuous portfolio management on either a discretionary or nondiscretionary basis. Investment strategies primarily utilize a tactical asset allocation approach with a core and satellite framework, combining exchange-traded funds as a core with actively managed funds, individual securities, and fixed income investments. Summit Financial Management works with individuals, high-net-worth clients, charitable organizations, foundations, and small businesses, tailoring strategies to individual risk tolerance and objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annualized fee is 1.25%, paid quarterly in advance. Published advisory fees may be discounted.