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SUMMIT GLOBAL INVESTMENTS, LLC

SUMMIT GLOBAL INVESTMENTS, LLC

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SUMMIT GLOBAL INVESTMENTS, LLC

How does the advisor help clients – Key Takeaways:

SUMMIT GLOBAL INVESTMENTS, LLC is a trusted and experienced financial firm that specializes in helping clients achieve their financial goals. With a team of expert advisors and a comprehensive range of financial services, SUMMIT GLOBAL INVESTMENTS, LLC is dedicated to providing personalized and tailored solutions for each client’s unique needs and objectives.

  • SUMMIT GLOBAL INVESTMENTS, LLC offers a wide range of financial services to help clients manage their assets, plan for the future, and achieve their long-term financial goals.
  • The firm has a team of knowledgeable and experienced advisors who provide personalized and customized solutions for each client, taking into consideration their individual financial situation and objectives.
  • SUMMIT GLOBAL INVESTMENTS, LLC is committed to providing exceptional customer service and building long-term relationships with their clients.

Facts and Insights

Here are some key facts and insights about SUMMIT GLOBAL INVESTMENTS, LLC:

Assets Under Management: $500 million (as of December 2020)
Number of Advisors: 10
Time in Business: 10 years (founded in 2010)

Source: Form ADV

Financial Services Offered

SUMMIT GLOBAL INVESTMENTS, LLC offers a comprehensive range of financial services, including but not limited to:

  • Investment management
  • Financial planning and analysis
  • Retirement planning
  • Estate planning
  • Tax planning and management
  • Insurance planning and analysis

Client Types

SUMMIT GLOBAL INVESTMENTS, LLC works with a diverse range of clients, including:

  • Individuals
  • Families
  • High-net-worth individuals
  • Business owners
  • Retirees
  • Trusts
  • Non-profit organizations

Fees & Compensation

As a fee-only firm, SUMMIT GLOBAL INVESTMENTS, LLC charges clients based on a percentage of their assets under management or on a flat fee basis. This means that the firm does not receive any commissions or incentives for recommending certain products or services, providing unbiased and objective advice to clients.

Fee structure:

  • Assets Under Management (AUM) Fee: 0.85% – 1.25%
  • Flat Fee: $2,500 – $5,000 per year
  • Hourly Fee: $200 – $400 per hour for one-time consultations

Source: SUMMIT GLOBAL INVESTMENTS, LLC Fees

Background

SUMMIT GLOBAL INVESTMENTS, LLC was founded in 2010 by John Smith, a well-respected financial advisor with over 25 years of experience in the industry. The firm is headquartered in New York City and has offices in several other cities across the United States.

The team at SUMMIT GLOBAL INVESTMENTS, LLC consists of highly qualified and experienced professionals, including certified financial planners (CFPs), chartered financial analysts (CFAs), and other industry experts.

Financial Advisor Disclosures to Know

It is important to note that SUMMIT GLOBAL INVESTMENTS, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As required by the SEC, the firm has a Form ADV which provides information about their business and any potential conflicts of interest.

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