Summit Advisors, LLC
Assets Under Management
$77.8M
Number of Clients
102
Number of Advisors
5
Average Client AUM
$763K
AUM per Advisor
$15.6M
Compensation
Fee-Only (AUM)
About This Firm
Summit Advisors, LLC provides investment advisory services. The representatives are also registered representatives of Beaconsfield Financial Services, Inc., which could create a conflict of interest. Summit Advisors addresses this by not using Beaconsfield as a broker-dealer on advisory accounts. Representatives receive commissions from the sale of securities, which could incentivize them to recommend products based on compensation rather than client needs.
Fee Structure
This brochure supplement does not contain any fee information. Please refer to the Summit Advisors, LLC brochure for fee details.
Areas of Practice
Location
160 Technology Drive, Suite 101, Canonsburg, PA, 15317