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Summit Wealth Group Llc
White River Junction, Vermont
Summit Wealth Group LLC, based out of White River Junction, VT, is a highly reputable investment advisory firm. With a team of 11 dedicated professionals, including 8 experienced investment advisors, Summit Wealth Group provides comprehensive financial guidance and wealth management services. Their expertise has allowed them to amass an impressive average of approximately $241,620,000 in assets under management per investment advisor, surpassing the industry average.
With over 260 individual clients and more than $499,675,000 in assets under management, Summit Wealth Group primarily caters to high net worth individuals. While the...see more
Assets Under Mgmt
$499.68M
Investment Professionals
8
Locations
1
% 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
- Selection of other advisers
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
- Accountant or accounting firm
Reviews for Summit Wealth Group Llc
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