Advisor at Summit Global Investments, LLC
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Firm
Summit Global Investments, LLC
Location
Arvada, CO 80002
Credentials
Series 63, Series 65
Industry experience
18 years
Reed Meyer is a financial advisor with Summit Global Investments, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Equity Services, Inc., United Planners Financial Services, and Transamerica Financial Advisors, Inc. Meyer has also been involved with the Lakewood High School Boys and Girls Swim Team Booster Club, a nonprofit organization. Summit Global Investments provides discretionary portfolio management and financial planning services to individuals, institutional investors, and pooled investment vehicles. The firm employs a managed-risk investment approach that integrates quantitative and fundamental analysis, offering model-based and customized accounts while managing multiple mutual funds, ETFs, and private funds.
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.
6850 West 52nd Avenue, Suite 202
Arvada, CO 80002
Colorado
Equity Services, Inc
2025 - Present (1 year)
United Planners Financial Services
2023 - 2025 (2 years)
Summit Global Investments Private Wealth
2023 - Present (3 years)
Sunbeam Energy
2022 - 2025 (3 years)
Powur Solar
2022 - 2024 (2 years)
Lakewood High School Boys and Girls Swim team Booster Club 501c3
2022 - 2023 (1 year)
Warner Pactific
2019 - 2023 (4 years)
OneShare Health
2019 - 2023 (4 years)
College Loan Freedom
2019 - 2023 (4 years)
NetLaw Inc.
2019 - 2023 (4 years)
Co Health Brokers
2018 - 2019 (1 year)
Aliera Healthcare
2018 - 2019 (1 year)
Mycore Benefits
2018 - 2019 (1 year)
WealthWave
2018 - 2023 (5 years)
Colonial LIfe
2017 - 2023 (6 years)
Roper Insurance
2017 - 2019 (2 years)
Transamerica Financial Advisors, Inc
2012 - 2023 (11 years)
Personal Real Estate Investing
2008 - 2023 (15 years)
Reed Meyer & Associates
2008 - Present (18 years)
Reed A Meyer
2008 - Present (18 years)
Wfg
2007 - 2023 (16 years)
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