Summitry, LLC
Assets Under Management
$3.0B
Number of Clients
1,225
Number of Advisors
25
Average Client AUM
$2.5M
AUM per Advisor
$120.3M
Compensation
Fee-Only (AUM)
About This Firm
Summitry, LLC provides financial planning and portfolio management services on a discretionary basis. They manage portfolios using internally managed strategies and may engage third-party investment management firms. Services are tailored to individual client needs and may include educational seminars.
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
Location
919 Hillsdale Blvd., Suite 150, Foster City, CA, 94404