Summit Wealth Partners offers wealth management, investment advice, and pension consulting. Wealth management includes financial planning to define goals and implement investment strategies. Investment advice involves creating and managing portfolios, potentially using third-party managers. Pension consulting is offered to employee benefit plans and participants. Clients can request investment restrictions, but Summit may terminate the relationship if restrictions are too limiting.
Fee Structure
Summit Wealth Partners' annual wealth management and investment advice fees range from 0.75% to 2.00% of your portfolio, depending on the amount you invest and the services you receive. These fees may be negotiable. Summit also uses a third-party platform to manage held-away assets such as defined contribution plan participant accounts, with discretion. The annual fee is 0.30% billed quarterly in advance.