Summit Financial Working with People You Trust
Fee-Only (% of Portfolio)Fixed/Hourly
Summit Financial Consulting provides investment management and financial planning services. The firm creates model portfolios using mutual funds and exchange traded funds based on a client's risk tolerance and goals. Summit Financial also offers insurance products. The firm tailors its services to each client's needs through a fact-finding process.
Assets Under Management$170M
Clients975
Advisors6
Avg. per Client$180K
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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