As Fee-Only Advisors, Summit Financial Partners sit on the same side of the table as you. That means we always work with your best interest in mind and the benefits are many.
Our fiduciary duty mandates that all our fees are fully disclosed to our clients, and we are paid only by our clients, and never from outside sources. That means you will never be pressured to buy costly, commission-based products like annuities or life insurance policies to fund your retirement.
With our straightforward fee structure, there are no uncertainties. They are straightforward and transparent. There is never fine print to understand or any hidden fees. You’ll know exactly what fees are being drawn from an investment or portfolio.
Summit Financial Partners is your ally in making the most of your financial resources and asset management.
Our fee schedule:
Assets Under Management Annual Fee
First $1,000,000 1.0%
Next $1,000,000 0.7%
Over $2,000,000 0.5%
- Our minimum assets under management threshold is $500,000
- Our minimum annual fee is $5,000
- Fees may be negotiable at the discretion of Summit Financial Planning, Inc.