Summit Financial Strategies provides investment advisory services, wealth management (investment advisory and financial planning), and standalone financial planning. Summit acts as a legal requirement to act in its clients’ best interests at all times. Clients can choose discretionary or non-discretionary investment advisory services. Summit may recommend other professionals for implementation purposes, but clients are not obligated to use them.
Assets Under Management$2.3B
Clients1,026
Advisors20
Avg. per Client$2.2M
Avg. per Advisor$120M
www.summitfin.com ·www.facebook.com/summitfinancialstrategies ·www.linkedin.com/company/summit-financial-strat...
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.45% |
| $4.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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