7 Summits Investment Management offers investment management services, including financial consulting, asset allocation, portfolio management, third-party investment manager selection, and client reporting. 7 Summits specializes in understanding the unique goals and requirements of each client and provides customized investment management advice. Realistic and measurable goals are set and objectives to reach those goals are defined.
Assets Under Management$340K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$340K
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.60% |
7 Summits reserves the right to negotiate all fees and terms with clients. Client and client’s immediate family accounts may be aggregated for fee breakpoint purposes. At our discretion, advisory services may be provided without charge to employees and their family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...