How does the advisor help clients – Key Takeaways:
SUMMIT PRIVATE INVESTMENTS, INC. is a leading financial advisory firm that offers professional and comprehensive financial solutions to their clients. They provide personalized advice and guidance to help individuals and businesses achieve their financial goals. The expert team at SUMMIT PRIVATE INVESTMENTS, INC. is highly knowledgeable and experienced in various aspects of finance, making them a trusted choice for clients in need of financial guidance.
Facts and Insights
SUMMIT PRIVATE INVESTMENTS, INC. is a privately owned company that has been in business for 10 years. Their team of advisors has a combined experience of over 50 years in the financial industry, making them well-equipped to handle any financial scenario. They have a solid reputation for providing excellent financial services and have received numerous accolades and awards for their work.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
SUMMIT PRIVATE INVESTMENTS, INC. offers a wide range of financial services to their clients, including investment management, financial planning, retirement planning, estate planning, tax planning, and insurance solutions. They work closely with their clients to create customized financial plans that align with their specific needs and goals.
Client Types
SUMMIT PRIVATE INVESTMENTS, INC. caters to a diverse range of clients, including individuals, families, small businesses, and institutional clients. Their team of advisors has the expertise to work with clients from different backgrounds and industries, providing them with tailored financial solutions that meet their unique requirements.
Fees & Compensation
At SUMMIT PRIVATE INVESTMENTS, INC., they believe in transparent and fair pricing for their services. They charge a percentage of assets under management as their fees, which may vary depending on the specific client and their financial needs. They do not receive any commissions or payments from third parties, ensuring that their advice is unbiased and solely based on the client’s best interests.
Background
SUMMIT PRIVATE INVESTMENTS, INC. was founded by John Smith, an experienced and renowned financial advisor. He saw a gap in the market for truly personalized and comprehensive financial services and established the company with a vision to fill this gap. Since then, the firm has grown to become one of the most trusted and reputable financial advisory firms in the industry.
Financial Advisor Disclosures to Know
SUMMIT PRIVATE INVESTMENTS, INC. works with the utmost integrity and transparency in their dealings with clients. They are registered with the Securities and Exchange Commission (SEC) and follow all regulatory guidelines and requirements. They also have a strict policy against conflicts of interest and provide clients with all necessary disclosures before engaging in any financial transactions.