Summit Wealth Management Group, Inc., based out of Camarillo, CA, is a small investment advisory firm dedicated to providing exceptional financial services to its clients. With a total of 5 employees, including 2 investment advisors, Summit Wealth Management Group offers personalized investment advisory services to a diverse clientele.
With an average of approximately $91,760,000 in assets under management per investment advisor, Summit Wealth Management Group maintains a competitive position within the industry. Their compensation structure is flexible and includes various options such as a percentage of assets under management,...
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Assets Under Mgmt
$136.89M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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