Summit Wealth Management provides financial planning advice on topics like cash flow, retirement, and risk management. They also offer educational workshops. For investment management, they use institutional investment managers and customize portfolios based on client goals and risk tolerance. They also provide retirement plan services to businesses.
Assets Under Management$250K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$250K
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable. For clients investing in a “Solo” 401k or similar plan where only members of the household are participants in the plan and a pre-existing advisory relationship exists with the individuals, advisory fees are based on aggregated household assets under management as outlined in our separate advisory agreement with the household or each individual.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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