Summit View Capital Advisors primarily manages investment grade senior note portfolios for institutions, individuals, and other entities. They also provide investment consulting advice to fiduciaries overseeing diversified portfolios. The firm does not offer both services to the same client. Their investment consulting services are customized to each client's individual circumstances and market conditions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $6.0M | 0.45% |
| $6.0M - $11.0M | 0.25% |
| $11M+ | 0.25% |
Fees are negotiable for amounts above $11,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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