Summit Financial Wealth Advisors provides investment advice and portfolio management tailored to individual client needs. They offer discretionary portfolio management, pension consulting, and access to financial solutions through UPTIQ. The firm invests in various securities, including equities, bonds, mutual funds, and ETFs. They also offer business management and divorce financial consulting services.
Assets Under Management$1.4B
Clients1,115
Advisors17
Avg. per Client$1.3M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.95% |
Certain existing or legacy clients may be charged under a different fee schedule and/or different billing cycles. Fixed income investments have a different fee schedule: First $250,000: 0.65%, Over $250,000: 0.50%
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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