SUMMIT FINANCIAL WEALTH ADVISORS
Lafayette, Louisiana
5.0
1 Review
Summit Financial Wealth Advisors, a prominent investment advisory firm based in Lafayette, LA, operates six offices, providing comprehensive financial guidance to clients. With a team of 19 dedicated professionals, including 12 experienced investment advisors, Summit Financial offers personalized strategies tailored to individual needs. The firm boasts an impressive average of $103,590,000 in assets under management per investment advisor, reflecting their expertise and commitment to achieving clients' financial goals. While their compensation structure includes various options such as a percentage of assets under management, hou...
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Assets Under Mgmt

$1.24B

Investment Professionals

12

Locations

5

% 401K & Individual

17%

% Discretionary

86%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other: DIVORCE CONSULTING, BUSINESS CONSULTING & CREDIT AND CASH MANAGEMENT SOLUTIONS
Other Business Activities
Other Financial product salesperson
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