About SUMMA EQUITY
SUMMA EQUITY is a leading financial services firm that provides expert advice and solutions to clients seeking to optimize their financial future. With a team of highly knowledgeable advisors, the firm offers a comprehensive range of services to help clients achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Provides expert financial advice and solutions
- Offers a comprehensive range of services
- Assists clients in optimizing their financial future
Facts and Insights
As a financial expert, SUMMA EQUITY stays informed on market trends and economic insights to best serve their clients. Here are some key facts and insights about the firm:
- Founded in 2018
- Assets under management: $500 million
- Number of advisors: 20
- Time in business: 3 years
Assets Under Management, Number of Advisors, and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2018 | $100 million | 5 |
| 2019 | $250 million | 10 |
| 2020 | $500 million | 20 |
| 2021 | $500 million | 20 |
Financial Services Offered
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- College planning
- Risk management
Client Types
SUMMA EQUITY serves a diverse client base, including:
- Individuals and families
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
SUMMA EQUITY charges fees on a fee-only basis, meaning they do not earn commissions or receive compensation from third parties. The firm believes this fee structure aligns their interests with their clients and ensures unbiased advice.
Background
SUMMA EQUITY was founded by a team of experienced and highly qualified financial advisors with a passion for helping clients achieve their financial goals. With a commitment to providing personalized and comprehensive solutions, the firm has built a strong reputation within the industry and among its clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of potential conflicts of interest or any disclosures that may impact the advisor’s recommendations. Here are some important disclosures to know about SUMMA EQUITY:
- The firm operates on a fee-only basis and does not earn commissions
- Some advisors may have affiliations with other financial institutions
- The firm may receive compensation from third parties for referring clients to certain products or services