Summit Financial Advisors, Inc. charges most of its clients an annual investment management fee
based on the following schedule:
0.90% - First $1,000,000
Based On Assets Under Management
0.75% - Amounts in excess of $1 million up to $2 million
0.50% - Amounts in excess of $2 million up to $4 million
0.35% - Amounts in excess of $4 million and up
Summit Financial Advisors, Inc. has waived or negotiated lower or higher fees for certain clients,
such as charitable organizations.
Summit Financial Advisors, Inc. imposes a minimum annual fee of $4,500, which may be waived
Financial Planning Evaluation
Many people like yourself are concerned about the long-range effects of inflation, taxes, and the shifting investment climate. It is difficult to find the time to remain current with all the techniques to offset these factors.
There are some people for whom financial planning would not be effective. For others it may be helpful, but personal service might be too expensive, so the best solution is self-study and self-improvement.
However, many people have situations (forms of income, assets and objectives), which justify the need for comprehensive personal planning. For them the planning is more than offset by the benefits, such as reduced taxes, increased cash flow, improved net worth, etc.
The purpose of this confidential evaluation is to determine if you fit in the latter category. Please complete this form for our review and contact us.
Download our financial planning evaluation form