Blue Summit Wealth Management
Assets Under Management
$192.9M
Number of Clients
220
Number of Advisors
3
Average Client AUM
$877K
AUM per Advisor
$64.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Blue Summit Wealth Management provides financial planning, the 'Blue Summit Experience,' and portfolio management services. They analyze client financial situations, develop recommendations, and provide ongoing portfolio management tailored to individual needs. They also offer pension consulting services to employee benefit plans.
Fee Structure
Portfolio management fees are a maximum of 1.5% annually, billed quarterly based on the portfolio's market value. Financial planning is charged at $275 per hour or a fixed fee ranging from $3,500 to over $10,000, depending on complexity. Pension consulting fees are negotiated on a case-by-case basis. Fees may be negotiable depending on the client's situation and needs.
Areas of Practice
Location
4660 La Jolla Village Drive, Suites 100 & 200, San Diego, CA, 92122