Summit Wealth & Retirement Partners provides investment management services, where they make investment decisions for you, and financial planning services, where they give you advice on topics like retirement, education savings, and estate planning. They primarily use mutual funds and exchange-traded funds (ETFs) to implement their investment strategies. They may also recommend other investment advisors in some cases.
Assets Under Management$820M
Clients341
Advisors7
Avg. per Client$2.4M
Avg. per Advisor$120M
robertcucchiaro.com ·www.linkedin.com/company/summit-wealth-retireme... ·www.summitwealthandretirement.com
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable above $10,000,000. Certain clients may be charged pursuant to a “cliff” or “breakpoint” fee schedule with multiple different fee breakpoints that correspond to different levels of client assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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