Assets Under Management
$192.9M
Number of Clients
220
Number of Advisors
3
Average Client AUM
$877K
AUM per Advisor
$64.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Blue Summit Wealth Management provides financial planning, portfolio management, and pension consulting services. They focus on goal identification, financial analysis, and tailored recommendations. The firm emphasizes socially responsible investing and offers the "Blue Summit Experience" to guide clients through the financial planning process. They also provide pension consulting services to employee benefit plans.
4660 La Jolla Village Drive, Suites 100 & 200, San Diego, CA, 92122