Summit Portfolio Management (SPM) manages client investments based on their individual needs, goals, risk tolerance, and time horizon. SPM uses an evidence-based approach to investing, focusing on diversification and low-cost, tax-efficient portfolios. SPM also offers financial planning services, creating detailed plans to help clients achieve their financial goals, covering areas like taxes, investments, insurance, retirement, and estate planning.
Assets Under Management$170M
Clients108
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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