Summit Wealth LLC provides investment management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Summit Wealth also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They primarily recommend ETFs but may use other securities. Jeremy Rowley is also a tax advisor for SR Accounting Service Inc.
Assets Under Management$4.7M
Clients48
Advisors1
Avg. per Client$98K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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