Summit Gates Capital LLC offers investment management services through separately managed accounts, primarily investing in U.S. equities. The firm determines a client's objectives, risk tolerance, and liquidity needs through personal discussions. Recommendations are tailored to match each client’s restrictions, needs, and targets. The firm does not tailor management of client accounts to individual client needs, but specific client recommendations are tailored.
Assets Under Management$1.3M
Clients12
Advisors1
Avg. per Client$110K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be waived or modified at Summit Gates Capital's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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