Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.63% |
We may assess a minimum annual fee of $5,000 to accounts receiving ongoing asset management services.
Fee Estimator
Summitry's standard advisory fee is based on a sliding scale of assets under management. They may assess a minimum annual fee of $5,000. Clients also incur fees charged by custodians and broker-dealers. An alternate fee schedule ranging from 0.75% to 1.00% of assets under management is used for clients who retain Jackson Financial Services, Summit Financial, or Continuum Advisory DBA Wealth Management Associates in addition to Summitry.
Areas of Practice
Advisor Information
Office location
16450 Los Gatos Boulevard, Suite 207, Los Gatos, CA, 95032
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →