Advisor at Summit Global Investments, LLC
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Firm
Summit Global Investments, LLC
Location
Mesa, AZ
Credentials
Series 63, Series 65
Industry experience
16 years
Christopher Claridge is a financial advisor at Summit Global Investments, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including DFPG Investments, United Financial Freedom, and Transamerica Financial Advisors. Outside of his advisory role, he is involved in tax preparation and consulting through Arizona Tax Accounting and Consulting Services and Compass Tax Services, and participates in referral partnerships related to health insurance, student loans, and debt reduction. Summit Global Investments provides discretionary portfolio management and financial planning to individuals, institutional investors, and pooled investment vehicles. The firm employs a managed-risk investment approach that emphasizes downside risk mitigation and offers model-based and customized separately managed accounts, serving a notably large client base relative to its advisor headcount.
Based on Summit Global Investments, LLC
Financial planning services and estate planning support offered under separate flat-fee agreements.
$0 - $499,999: 2.00% $500,000 - $999,999: 1.70% $1,000,000+: 1.50%
Performance fees charged on SGI Private Fund for Qualified Clients based on specific gains per quarter, in addition to advisory fees.
Account minimum: $20,000 for individual accounts; $500,000 for institutional accounts Minimum fee: Maximum annual administrative fee of $60 per separately managed account, pro-rated and deducted monthly. Fee-only: Advisory fees based on assets under management as per tiered schedule; financial planning services offered under separate flat-fee agreements.
Mesa, AZ
Arizona · Texas
Summit Global Investments
2024 - Present (2 years)
DFPG Investments, LLC.
2022 - 2024 (2 years)
United Financial Freedom
2020 - Present (6 years)
Arizona Tax Accounting and Consulting Services
2020 - Present (6 years)
Revolt Healthcare Alliance
2020 - Present (6 years)
Student Optimum Services
2020 - Present (6 years)
Compass Tax Services
2015 - Present (11 years)
Jensen's Accounting and Tax Service
2014 - 2020 (6 years)
Transamerica Financial Advisors, Inc
2012 - 2022 (10 years)
World Financial Group
2006 - 2022 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
CFP®, Series 65
Gilbert, AZ
Kingdom Wealth Advisers
Series 65
Phoenix, AZ
Betts LLC
Series 66
Chandler, AZ
Vibrant Wealth
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
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