SummitView Advisors provides personalized portfolio management and comprehensive financial planning services to individuals, high-net-worth individuals, trusts, and businesses. Founded in 2018 and based in Belmont, Michigan, SummitView Advisors helps clients build customized investment portfolios using asset allocation, fundamental analysis, and cyclical analysis, and may recommend independent third-party managers like Seeds Investor. In addition to managing investments, SummitView Advisors offers holistic financial planning covering retirement, taxes, estate planning, college savings, cash flow, employee benefits, and risk management. Clients can choose standalone financial planning, ongoing wealth management, or project-based planning engagements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,000. Management fees may be waived if the client pays a planning subscription fee and has less than $250,000 in assets.
