Summit Place Financial Advisors offers investment advisory services where they manage your investments for you. They also offer financial planning and consulting services if you need help with things like retirement or estate planning. Summit Place Financial Advisors does not implement financial plans or provide legal, accounting, or insurance services. They may recommend other professionals, but you are not obligated to use them.
Assets Under Management$260M
Clients47
Advisors4
Avg. per Client$5.5M
Avg. per Advisor$64M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$50,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable at Summit Place Financial Advisors' discretion. Similarly situated clients could pay different fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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