Summit Vision Financial (SVF) manages investment portfolios and offers financial planning services, including retirement planning, risk management, college savings, and estate planning. SVF also offers comprehensive financial planning with ongoing monitoring and support for a monthly fee. SVF uses fundamental, technical, cyclical, and charting analysis to make investment decisions, primarily practicing passive investment management.
Assets Under Management$5M
Clients39
Advisors1
Avg. per Client$130K
Avg. per Advisor$5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Fees are negotiable. Additional fees apply if using a third-party manager (Betterment Securities: 0.20%, XY Investment Solutions: 0.30%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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