Summit Wealth Group offers comprehensive wealth management services, including personalized investment management, financial planning, retirement plan consulting, family office services, and wealth planning. Summit Wealth Group works closely with individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses to build customized investment portfolios using a mix of individual stocks, bonds, mutual funds, and exchange-traded funds. Summit Wealth Group acts as a legally required fiduciary to put client interests first. Clients can also receive financial planning covering retirement, tax strategies, estate planning, insurance needs, and education funding. Investment management services are structured as a bundled fee program where portfolio management and trading costs are covered under a single fee.
Fee Structure
Summit Wealth Group does not publish a specific tiered fee schedule for investment management in its regulatory filing. Fees are charged as an annual percentage of your portfolio, billed quarterly in advance, and are fully negotiable based on your advisor, the complexity of your situation, account composition, and total assets managed.