Summa Global Advisors offers portfolio management, wealth management, and financial planning to individuals and families. They consider your financial situation, risk tolerance, and goals to create a customized investment strategy. For clients using their portfolio management services, financial and retirement planning is included in the fees. If you only want financial planning, it's offered separately on an hourly or project basis.
Assets Under Management$140M
Clients130
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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