Summit Financial Strategies INC

Summit Financial Strategies is a fee-only firm. They offer investment advisory services, wealth management services (investment advisory and financial planning), and standalone financial planning services. The annual fee for investment advisory services ranges from 0.15% to 0.75% of assets managed. The annual fee for wealth management services ranges from 0.15% to 1.00% of assets managed. Standalone financial planning fees range from $10,000 to $14,000, depending on net worth, and are negotiable for clients with over $5,000,001 in net worth. Tax planning services are $500 per year. They may also prepare one-time financial plans for a $2,500 fee. There is a minimum annual fee of $2,500 for investment advisory services, $10,000 for wealth management services, $10,000 for financial planning services only, and $500 for eSummit.