Summit Global Investments (SGI) provides investment management services, primarily managing investment portfolios for various client types. SGI also offers financial planning services to help clients achieve their financial goals. SGI allocates client assets based on their investment objectives, risk tolerance, and suitability, using various investment vehicles. SGI may recommend advisory annuities and Registered Index-Linked Annuities (RILAs) as part of a client’s overall strategy. SGI also provides estate planning support services through a third-party platform.
Assets Under Management$1.9B
Clients6,923
Advisors92
Avg. per Client$280K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$20K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees may be lowered based on client's investment objectives, risk, and suitability, and how assets are allocated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
92 Advisors at this firm
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