Summit Advisor Group (SAG) manages investment portfolios based on clients' individual needs and goals. SAG also offers ongoing financial planning services, where clients work with a planner to develop and implement a financial plan. The plan covers areas like net worth, cash flow, insurance, retirement, investments, college planning, and estate planning. SAG primarily uses passive investment management, building portfolios with index mutual funds or exchange-traded funds.
Assets Under Management$46M
Clients47
Advisors1
Avg. per Client$990K
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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