SummitPoint Capital Management (SPCM) provides investment management, financial planning, and retirement plan services to individuals, high-net-worth individuals, families, and businesses. SPCM manages portfolios using equities, debt securities, mutual funds, and exchange-traded funds. SPCM may recommend alternative investments. Clients can place reasonable restrictions on investments. SPCM also uses Pontera for accounts not held with their recommended custodian.
Assets Under Management$120M
Clients79
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.70% |
Fees above $3,000,001 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...