Summitas Investment Management provides investment advice to individuals and high net worth individuals. Summitas creates customized investment strategies based on client goals, risk tolerance, and financial situations. Summitas primarily uses exchange-traded funds, but may also use individual stocks or bonds. Summitas acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client.
Assets Under Management$160M
Clients41
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $6.0M | 1.00% |
| $6M+ | 0.75% |
Fees may be negotiable. Non-US based clients pay higher fees: Up to $1,000,000: 1.80%, $1,000,001 to $3,000,000: 1.50%, $3,000,001 to $6,000,000: 1.20%, $6,000,001 and over: 0.90%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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