Summit Financial, LLC
Assets Under Management
$15.0B
Number of Clients
9,865
Number of Advisors
205
Average Client AUM
$1.5M
AUM per Advisor
$73.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Summit Financial, LLC provides investment advisory services through various programs, including Managed Portfolios, Strategic Asset Allocation (SAA), Advisor as Portfolio Manager (APM)/Flexible Managed Accounts (FMA), and sub-advisory accounts. They offer both discretionary and non-discretionary management based on client needs and financial circumstances. Financial advisors work with clients to determine suitable investment strategies and asset allocations.
Fee Structure
This brochure describes wrap fee programs offered by Summit. The amount a financial advisor is compensated may vary and may be more than what the financial advisor would receive if paid separately for investment advice and such other services. Financial advisors have a financial incentive to recommend a Program over other investment advisory services provided by Summit. Clients should speak with their Financial Advisor regarding this conflict.
Areas of Practice
Location
4 Campus Drive, Parsippany, NJ, 07054
