Second Summit Wealth Management (SSWM) provides financial planning, consulting, and investment management services. SSWM manages client investment portfolios, often using independent investment managers. SSWM works with clients to understand their risk tolerance, time horizon, and financial goals. SSWM also provides access to third-party applications for comprehensive reporting services, which can incorporate all of the client’s investment assets including those investment assets that are not part of the assets managed by SSWM.
Assets Under Management$120M
Clients38
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.90% |
| $10.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.40% |
Fees negotiable for accounts over $100,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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