As a fee-only fiduciary, I charge one simple advisory fee based on assets under management. No commissions, no hidden fees, no conflicts of interest.
Fee-only means the only compensation I receive comes directly from you — the client. There are no commissions on product sales, no revenue-sharing arrangements with fund companies, and no hidden charges buried in the fine print. This structure eliminates the conflicts of interest that plague much of the financial industry and ensures my advice is always in your best interest. When your portfolio grows, that's good for both of us.
Simple, competitive pricing with no surprises
Fees are calculated on assets under management and billed quarterly in advance. Comprehensive financial planning is included at no additional cost.
Everything you need for a complete financial strategy — all under one fee
A portfolio built around your goals, risk tolerance, and time horizon — not a one-size-fits-all model.
A written financial plan that addresses your complete financial picture — from cash flow to estate planning.
Strategies to turn your savings into reliable income streams so you can retire with confidence.
Roth conversions, tax-loss harvesting, and withdrawal ordering designed to help keep more of your money.
Analysis of claiming strategies and enrollment decisions to help you maximize your benefits.
Working alongside your attorney to ensure beneficiary designations, titling, and estate documents are aligned.
Continuous portfolio oversight with rebalancing to keep your investments aligned with your plan.
Scheduled reviews to discuss your progress, adjust your plan, and address any questions or life changes.
Many advisory firms nickel-and-dime clients with extra fees. Here's what you'll never see on a bill from Summit.
The industry average advisory fee is approximately 1% for investment management alone — and many advisors charge separately for financial planning, typically $1,500 to $5,000 or more. At Summit, comprehensive financial planning is included with investment management at no extra cost. You get a complete financial partnership under one straightforward fee.