Summit Private Wealth offers continuous investment advice based on individual client needs. They develop a personal investment policy based on client goals and manage portfolios accordingly. They also offer financial planning services, creating detailed plans to help clients achieve their financial goals, covering areas like cash flow, insurance, retirement, and education planning. Clients are not obligated to implement recommendations and can use other advisors.
Assets Under Management$16M
Clients27
Advisors1
Avg. per Client$590K
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees may be negotiable in some instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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