Colton Tucker is a registered investment advisor at Summit Global Investments, LLC, based in Layton, UT, with 1 years of industry experience. Colton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 6,923 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees may be lowered based on client's investment objectives, risk, and suitability, and how assets are allocated.
Fee Estimator
Location
Layton, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Colton works as a Distribution & Logistics Manager for Hope & Henry, LLC, a retail/e-commerce company, dedicating full-time hours to supply chain, warehousing, and special projects. This activity is not investment-related.
Employment History
Current Registrations
Summit Global Investments, LLC
State Registrations1 state
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