Summit Asset Management LLC, based out of Memphis, TN, is a highly regarded local investment advisory firm with a reputation for excellence. With over 350 individual clients and a remarkable $682,103,000 in assets under management, they are trusted by clients to handle their financial portfolios effectively.
While Summit Asset Management LLC primarily caters to high net worth individuals, they also possess the capability to manage employer funds. A notable feature of their business is that 89% of the assets they manage are discretionary, highlighting their expertise in making sound investment decisions on behalf of their clients....
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Assets Under Mgmt
$682.1M
Investment Professionals
6
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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