Summit Investments and Financial Planning provides investment advice and financial planning services tailored to individual client needs. They manage investments on a discretionary basis, selecting securities and executing transactions without needing client permission for each trade. Financial planning services cover retirement and investment planning, involving data gathering and analysis to develop a plan to meet client objectives. They primarily use fundamental, macro, and cyclical analysis.
Assets Under Management$8.7M
Clients26
Advisors1
Avg. per Client$330K
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Clients can also be charged a flat annual fee ranging from $0 to $10,000 based on the complexity of the relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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