Assets Under Management
$169.7M
Number of Clients
108
Number of Advisors
4
Average Client AUM
$1.6M
AUM per Advisor
$42.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Summit Portfolio Management (SPM) offers asset management based on individual client needs, creating portfolios based on objectives, time horizons, risk tolerance, and liquidity needs. They use an evidence-based approach to investing (EBI). SPM also provides financial planning services, offering comprehensive evaluations of a client’s current and future financial state.
| Assets Under Management | 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% |
Account size may be negotiable under certain circumstances.
10091 Park Run Drive, #110, Las Vegas, NV, 89145