Summit Wealth Partners, LLC
Assets Under Management
$629.7M
Number of Clients
776
Number of Advisors
10
Average Client AUM
$812K
AUM per Advisor
$63.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Summit Wealth Partners offers comprehensive wealth management, investment advice, and pension consulting. Wealth management includes financial planning, investment strategies, and goal setting. Investment advice involves creating and managing portfolios, potentially using third-party managers. Pension consulting caters to employee benefit plans.
Fee Structure
Summit's annual wealth management and investment advice fees range from 0.75% to 2.00% of assets under management, depending on the specific services provided. These fees may be negotiable in certain circumstances. Financial planning services are offered on an engagement basis, with fees determined by the scope of the engagement. Clients are responsible for third-party fees such as custodian fees, brokerage fees, and ETF/mutual fund fees. A platform fee of 0.30% is billed quarterly in advance for management of held-away assets.
Areas of Practice
Location
800 N. Orange Avenue, Suite 302, Orlando, FL, 32801