Summit's annual wealth management and investment advice fees range from 0.75% to 2.00% of assets under management, depending on the specific services provided. These fees may be negotiable in certain circumstances. Financial planning services are offered on an engagement basis, with fees determined by the scope of the engagement. Clients are responsible for third-party fees such as custodian fees, brokerage fees, and ETF/mutual fund fees. A platform fee of 0.30% is billed quarterly in advance for management of held-away assets.