Adam B Wright

Summit Global Investments, LLC

11 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingHigh Net Worth

Summit Global Investments, LLC

Compensation

Fee-Only (AUM)

Firm Size

88 advisors

Number of Clients

6,923 clients

Average Client Portfolio

$278K average

Assets Under Management

$1.9B

Fee Structure

Minimum Investment:$20K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $1.0M	1.70%
$1M+	1.50%

SGI reserves the right to charge clients less than the stated maximum fee.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

620 South Main Street, Bountiful, UT, 84010

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2022

Pending

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adam operates under DBA Iron Tree Investment Management, LLC and Iron Tree Wealth Management, selling securities and fixed insurance products, dedicating nearly full-time hours to this. He also has roles with FPEC, estate planning, Shurprint LLC, and Semworx LLC, each requiring minimal time.