Summit Investment Advisory Group (SIAG) provides investment management, financial planning, and a financial advice subscription service. Investment management involves creating a portfolio based on your goals and risk tolerance. Financial planning covers various aspects like retirement, taxes, and estate planning. The subscription service offers ongoing advice and access to an advisor. SIAG also manages assets held away, such as defined contribution plans.
Assets Under Management$57M
Clients116
Advisors2
Avg. per Client$490K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.65% |
| $5M+ | 0.55% |
This is a breakpoint fee schedule, the entire portfolio is charged the same asset management fee. The annual fee is negotiable. The total combined annual fee charged will not exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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