Advisor at Summitas Investment Management LLC
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Firm
Summitas Investment Management LLC
Location
Mckinney, TX
Credentials
CFA®, Series 65
Industry experience
28 years
John Shao is a CFA® charterholder with 28 years of industry experience. He is the principal of Summitas Investment Management LLC, where he has worked since 2024. Prior to joining Summitas, he led his own firm, John Shao Portfolio Management, Inc., for 12 years and worked at Eudaimonia Partners, LLC for four years. Summitas Investment Management LLC provides discretionary investment management and advisory services primarily to individuals and high net worth clients, including retirement account guidance. The firm employs a fundamental analysis-driven approach using exchange-traded funds, individual stocks, and bonds, with a focus on long-term investment horizons and customized portfolio allocations.
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $6,000,000: 1.00% $6,000,001+: 0.75%
Fee-only: Investment advisory fees based on tiered percentage of assets under management as shown; fees are quarterly in advance, prorated for first quarter; fees may be negotiable.
Mckinney, TX
Texas
Summitas Investment Management LLC
2024 - Present (2 years)
Eudaimonia Partners, LLC
2020 - 2024 (4 years)
John Shao Portfolio Management, Inc.
2008 - 2020 (12 years)
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