SummitView Advisors manages investment portfolios based on individual client needs and goals. They also offer comprehensive financial planning covering retirement, risk management, tax, estate, college savings, and business planning. Additionally, they provide project-based financial planning for specific needs. SummitView may use outside managers for portfolio management when appropriate.
Assets Under Management$68M
Clients93
Advisors1
Avg. per Client$730K
Avg. per Advisor$68M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Management fee is negotiable based on assets under management and may be lowered at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
