Summit Capital Group (SCG) offers investment advisory services, managing accounts based on your financial situation, goals, and risk tolerance. SCG uses a comprehensive portfolio management approach, considering factors like income, cash flow needs, time horizon, and risk tolerance to create tailored portfolios. SCG offers model portfolios ranging from aggressive growth to conservative income strategies. SCG provides ongoing supervision of your accounts and will consult with you regularly to review your portfolio and discuss market developments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.95% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $2.5M | 0.65% |
| $2.5M+ | 0.45% |
Fees are negotiable based on client type, complexity, potential deposits, relationship with advisor, and total assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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