The Sum offers personalized financial planning and investment management services. Financial planning covers retirement, income, investment, tax, estate, insurance, and risk management. Investment management involves creating and managing portfolios based on client goals and risk tolerance. The Sum primarily uses passive investment strategies with low expenses and tax efficiency.
Assets Under Management$550M
Clients209
Advisors7
Avg. per Client$2.6M
Avg. per Advisor$79M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,000
The Sum provides investment management services, but it's not offered as a standalone service. You must also engage in comprehensive financial planning. The investment management fee is a flat $2,000 per year, paid monthly, in addition to the financial planning fee.
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