Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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 ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.70%
$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
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Location

620 South Main Street, Bountiful, UT, 84010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bret works as a patrol officer for the Tempe Police Department. This is a full-time position.

Employment History
Current Registrations
Summit Global Investments, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Transamerica Financial Advisors, INCBroker
July 2023 - October 2023 · 3 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.