About 3SUMMIT INVESTMENT MANAGEMENT, LLC
3SUMMIT INVESTMENT MANAGEMENT, LLC is a financial advisory firm that provides expert financial guidance to their clients. Their team of financial experts works diligently to help clients achieve their financial goals and find success in their investments. Although the firm does not boast about their expertise, their successful track record speaks for itself.
How does the advisor help clients – Key Takeaways:
- Provides expert financial guidance to clients
- Assists clients in achieving their financial goals
- Helps clients find success in their investments
Facts and Insights
As a financial advisory firm, 3SUMMIT INVESTMENT MANAGEMENT, LLC has a wealth of knowledge and insights that they offer to their clients. They stay up-to-date with the latest market trends and changes, and use this information to provide informed financial advice to their clients. The firm also has a strong understanding of various investment strategies and can help clients navigate through the complex financial world.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
3SUMMIT INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to their clients. These include investment management, financial planning, retirement planning, estate planning, and tax planning. The firm takes a holistic approach to financial planning and believes in creating customized strategies for each client based on their individual needs and goals.
Client Types
The firm caters to a diverse group of clients, including individuals, families, and small businesses. 3SUMMIT INVESTMENT MANAGEMENT, LLC understands that each client has unique financial goals and works closely with them to tailor their services accordingly. Whether clients are looking to grow their wealth, save for retirement, or plan for their legacy, the firm has the expertise to help them achieve their objectives.
Fees & Compensation
3SUMMIT INVESTMENT MANAGEMENT, LLC follows a fee-only structure, which means they are not incentivized by selling specific financial products. This allows them to provide unbiased advice and recommendations to their clients. The firm’s fees are based on a percentage of assets under management, providing clients with the peace of mind that the firm’s interests are aligned with theirs.
Background
The advisors at 3SUMMIT INVESTMENT MANAGEMENT, LLC have a strong educational and professional background in finance and wealth management. They are also required to continuously update their knowledge and skills through ongoing education and training. This ensures that clients receive the most up-to-date and relevant financial advice to make informed decisions about their investments.
Financial Advisor Disclosures to Know
As a registered investment advisor, 3SUMMIT INVESTMENT MANAGEMENT, LLC is required to disclose any potential conflicts of interest to their clients. This includes any relationships or affiliations they have with financial products or services that they may recommend. The firm takes these disclosures seriously and prioritizes transparency and integrity in all of their dealings with clients.