Pricing

Summit Wealth & Retirement Partners works with a smaller number of successful individuals and families. For our clients, we handle everything in their lives that has a dollar sign attached to it.

Because we believe that portfolio management is an integral part of the overall financial plan, we don’t manage portfolios for clients unless we do their planning, and we don’t do planning unless we are also managing the portfolio.

Our fee structure has two components:

✔️ An initial financial planning fee that can range from $2,500 to $100,000 depending on complexity.

✔️ An on-going asset management fee that starts at 1% annually and may decline once asset values reach a certain level.