Summit Financial, LLC

About This Firm

Summit Financial, LLC provides investment advisory services through various programs, including Managed Portfolios, Strategic Asset Allocation (SAA), Advisor as Portfolio Manager (APM), Flexible Managed Accounts (FMA), and sub-advisory accounts. They offer discretionary and non-discretionary management based on client needs and financial circumstances. Fees are charged as a wrap fee, including advisory and program fees. Summit has affiliations that create potential conflicts of interest.

Fee Structure

Areas of Practice

Location

4 Campus Drive, Parsippany, NJ, 07054