Summit Ridge Advisors offers investment management services, where they manage client funds based on individual needs and goals. They primarily invest in common stocks, ETFs, and bonds. They may also use third-party investment advisors to manage client assets. Additionally, they offer hourly financial planning services to address specific financial questions or issues. Summit Ridge Advisors is a fee-only firm, meaning they only get paid by their clients for their services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1M+ | 0.60% |
If SRA utilizes an Sub-Advisor, the above fee schedule does not include the Sub-Advisor's fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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