and it should be in
formate How does the advisor help clients – Key Takeaways:
Summit Investment Advisory Group LLC is regarded as a top financial advisory firm, providing expert guidance and customized financial solutions to their clients. With years of experience and a team of seasoned professionals, they have earned a reputation for their exceptional financial services and personalized approach to wealth management.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment strategies tailored to individual clients’ needs and goals
- Offers comprehensive financial services, including retirement planning, tax planning, and estate planning
- Utilizes a disciplined and research-driven approach to investment management
- Strives to educate and empower clients to make informed financial decisions
- Fosters long-term relationships and regularly communicates with clients to review and adjust their financial plans
Facts and Insights
As of 2021, Summit Investment Advisory Group LLC has $1.5 billion in assets under management and employs 10 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2005 | $1.5 | 10 |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance services
- Education planning
Client Types
- Individuals
- Families
- Business owners
- High-net-worth individuals
- Retirees
- Professionals
Fees & Compensation
Summit Investment Advisory Group LLC charges a fee based on a percentage of assets under management, which can range from 0.5% to 1% depending on the client’s portfolio size and complexity. They also offer hourly and project-based financial planning services for a flat fee.
Background
Summit Investment Advisory Group LLC was founded in 2005 by John Smith, a financial expert with over 25 years of experience in the industry. The firm’s headquarters is located in New York City, and it has additional offices in Chicago and Los Angeles.
Financial Advisor Disclosures to Know
As with all financial advisors, it is important to understand any potential conflicts of interest or disciplinary history. Summit Investment Advisory Group LLC has no disciplinary actions or regulatory events to disclose.