Summit Wealth Group provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Summit Wealth works with clients to determine their financial profile, goals, and risk tolerance to create a suitable investment allocation. They may use third-party managers to provide certain strategies or asset allocations.
Fee Structure
Summit Wealth charges a percentage of your portfolio each year for investment management services. The fee is calculated based on the value of your portfolio at the end of the previous quarter and is billed quarterly in advance. The exact fee is negotiable based on various factors, including the investment advisor representative providing the services, the type of client, the complexity of the client's situation, and the total amount of assets under management. The firm pays all trade expenses of trades placed on your behalf.