Summerhill & Co. offers investment advice and financial planning services. They manage investment portfolios using proprietary models that primarily invest in exchange traded funds (ETFs). The firm tailors its recommendations based on your financial situation, risk tolerance, and market conditions. They also provide investment recommendations on a client-specific basis.
Assets Under Management$4M
Clients6
Advisors1
Avg. per Client$670K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$65K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.35% |
Summerhill & Co. may choose to waive minimums and/or negotiate more favorable terms.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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