Summit Wealth Strategies offers ongoing portfolio management based on your goals and risk tolerance. They create a plan to select a portfolio that fits your situation. They may use third-party advisors and get paid a portion of the fees those advisors charge. Financial planning covers investments, insurance, taxes, retirement, education, and debt. They also provide a monthly video newsletter to clients.
Assets Under Management$51M
Clients78
Advisors1
Avg. per Client$660K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees are negotiable. Firm may direct clients to Impact Partnership Wealth, LLC, which has a different fee schedule: $1,000,000 - $5,000,000: 1.65%, $5,000,001 - $10,000,000: 1.50%, Over $10,000,001: 1.35%
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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