Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
999 Vanderbilt Beach Road, Ste 609, Naples, FL, 34108
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 →Other Business ActivitiesSells Insurance
Andrew is a real estate agent since 2015, dedicating about 10-20% of his time. He is also an agent for ACB Advisory Group LLC since 2016, selling fixed, disability income (DI), and long-term care (LTC) insurance, and acts as a College Funding Planner under the Collegiate Funding Strategists DBA, spending a combined total of about half his time on these activities.