Summit Global Investments, LLC
Assets Under Management
$1.9B
Number of Clients
6,923
Number of Advisors
88
Average Client AUM
$278K
AUM per Advisor
$21.8M
Compensation
Fee-Only (AUM)
About This Firm
SGI offers discretionary investment management services to investment companies, institutional investors, pension plans, trusts, corporate entities, and individual clients. They focus on risk and return, allocating assets based on client objectives and risk tolerance. SGI uses quantitative and fundamental analysis for securities selection and strives to maximize risk-adjusted returns. They also offer financial planning services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees may be lowered based on client's investment objectives, risk, and suitability.
Fee Estimator
SGI charges a maximum annual advisory fee based on the amount of assets managed. The fee is calculated at the beginning of each month. Fees may be lowered based on client's investment objectives, risk, and suitability. The maximum annual advisory fee is 2.00% for assets less than $500,000, 1.70% for assets between $500,000 and $999,999, and 1.50% for assets $1,000,000 and above. SGI also charges a maximum annual administrative fee of $60 for each separately managed account. SGI also offers more extensive financial planning services for a fee.
Areas of Practice
Location
620 South Main Street, Bountiful, UT, 84010