Colin Summers is a CFP-designated registered investment advisor at Bull Oak Capital, LLC, based in Rancho Santa Fe, CA. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 109 clients with $200M 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 $1.0M | 0.00% |
| $1M+ | 0.35% |
For clients who also elect to receive Bull Oak’s discretionary portfolio management services, such portfolio management services will be subject to a separate and additional asset-based annual fee schedule. Fees are generally not negotiable.
Fee Estimator
Location
16236 San Dieguito Rd., Ste 4-22, Rancho Santa Fe, CA, 92067-5752
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bull Oak Capital, LLC
State Registrations1 state
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