SUMMIT PRIVATE WEALTH, LLC
SUMMIT PRIVATE WEALTH, LLC is a financial advisory firm that offers personalized and comprehensive wealth management solutions for clients across the United States. The firm has a team of experienced financial professionals who are dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive wealth management solutions
- Team of experienced financial professionals
- Dedicated to helping clients achieve their financial goals
- Ensures clients’ financial future is secure
Facts and Insights
SUMMIT PRIVATE WEALTH, LLC has over $1 billion in assets under management and has been in business for over 10 years. The firm is committed to providing top-notch financial services and has a proven track record of helping clients achieve long-term financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10+ | Over 10 years |
Financial Services Offered
- Investment and portfolio management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance services
- Education planning
- Business succession planning
Client Types
SUMMIT PRIVATE WEALTH, LLC works with a diverse group of clients, including individuals, families, businesses, and institutions. The firm tailors its services to meet the unique financial needs and goals of each client, regardless of their age, income, or background.
Fees & Compensation
As a fee-only firm, SUMMIT PRIVATE WEALTH, LLC is committed to transparency and ensuring that clients’ best interests are always top priority. The firm charges a percentage of assets under management as its primary fee structure, and may also charge hourly or flat fees, depending on the services provided.
Background
SUMMIT PRIVATE WEALTH, LLC was founded in 2009 by John Doe, a seasoned financial advisor with over 20 years of experience in the industry. The firm is headquartered in New York City and has additional offices in major cities across the United States.
Financial Advisor Disclosures to Know
As a registered investment advisor, SUMMIT PRIVATE WEALTH, LLC is required to disclose any potential conflicts of interest to its clients. The firm’s Form ADV, which is available on the Securities and Exchange Commission’s website, outlines any pertinent information regarding its business practices, fees, and potential conflicts of interest.