Summit Wealth Partners, Llc
Orlando, Florida
5.0
1 Review
Summit Wealth Partners, LLC is a reputable investment advisory firm based in Orlando, FL. With a strong local presence, they operate from six well-established offices, serving a diverse client base. The firm comprises a team of 20 dedicated professionals, with 12 of them specializing in investment advisory services. Their knowledgeable advisors provide expert guidance and support to clients, helping them navigate the complexities of the financial market.
As an average-sized investment advisory firm, Summit Wealth Partners, LLC manages approximately $47,140,000 in assets per advisor. While this figure aligns with industry standard...
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Assets Under Mgmt
$565.72M
Investment Professionals
12
Locations
5
% 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
Portfolio management for businesses or institutional clients
Pension consulting services
Educational seminars/workshops
Articles
Articles
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