Summit Trail Advisors, LLC
Assets Under Management
$23.6B
Number of Clients
1,139
Number of Advisors
33
Average Client AUM
$20.8M
AUM per Advisor
$716.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Summit Trail Advisors provides investment advisory services, financial planning, and consulting to individuals, business entities, trusts, estates, charitable organizations, and pension/profit-sharing plans. They offer discretionary and non-discretionary investment management, monitor portfolios, and may recommend independent managers. They also provide family office services and retirement plan advisory services.
Fee Structure
Investment advisory fees are based on a percentage of assets under management, ranging up to 1.50% annually, billed quarterly in advance. Fees are negotiable. Financial planning and consulting fees range from $5,000 to $75,000 on a fixed fee basis, or $500 to $1,000 hourly. Family office services are either included in investment management fees or charged a separate fixed fee up to $300,000. Retirement plan advisory fees range from 0.20% to 0.50% annually.
Areas of Practice
Location
2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY, 10017