Summit Hill Wealth Management provides investment management services, creating portfolios based on client goals and risk tolerance. They may use sub-advisors to manage client assets. They also offer consulting services on various financial topics. Summit Hill Wealth Management also provides services to qualified retirement plans including 401(k) plans, 403(b) plans, pension and profit-sharing plans, cash balance plans, and deferred compensation plans.
Assets Under Management$150M
Clients62
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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