Summit Capital Group manages investment portfolios and provides personalized investment advisory services for individuals, high-net-worth clients, trusts, and business entities. Summit Capital Group utilizes a top-down approach combining fundamental and technical analysis to construct customized portfolios based on each client's financial situation, goals, risk tolerance, and time horizon. The firm offers a selection of model portfolios ranging from maximum growth to conservative income strategies, primarily investing in mutual funds, exchange-traded funds, exchange-listed securities, corporate debt, and government securities. Summit Capital Group operates with a discretionary management approach, meaning the firm makes trades on your behalf without asking first, while allowing reasonable restrictions on your account. The firm is led by David H. Burgess, Jr. and operates out of Durango, Colorado.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $2.5M | 0.55% |
| $2.5M+ | 0.40% |
Fees are negotiable based on client type, situation complexity, portfolio composition, and total assets managed.