Advisor at Summit Global Investments, LLC
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Firm
Summit Global Investments, LLC
Location
Bountiful, UT 84010
Credentials
Series 63, Series 65
Industry experience
10 years
Robert Brown is a financial advisor at Summit Global Investments, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners, WealthWave, and Transamerica Financial Advisors. Outside of his advisory role, he is a partner in a non-investment business, G2G Enterprises, LLC, and serves as a presenter for Power of Zero seminars focused on teaching and coaching. Summit Global Investments provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, institutional investors, and pension plans. The firm employs a managed-risk investment approach that emphasizes downside risk mitigation and uses both quantitative and fundamental analysis to guide portfolio construction.
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.
620 South Main Street
Bountiful, UT 84010
Idaho · Nevada · New Mexico · Tennessee · Texas · Utah
United Planners
2023 - Present (3 years)
Summit Global Investments, LLC
2023 - Present (3 years)
Robert Brown-Non Variable Ins
2023 - Present (3 years)
Verity Investments, Inc.
2023 - 2023 (1 year)
WealthWave
2020 - 2023 (3 years)
Transamerica Financial Advisors, Inc
2016 - 2023 (7 years)
Business Networking International (BNI)
2016 - 2020 (4 years)
Managed Wealth Financial
2013 - 2023 (10 years)
World Financial Group, Inc.
2013 - 2023 (10 years)
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Is active or affiliated with:
Insurance agent
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Fund sponsor
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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
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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
Farmington, UT
David Russell Fjeldsted
Series 66
Bountiful, UT
Safe Bay Retirement Advisors
CFP®, PFS™, Series 65
Salt Lake City, UT
Veritas Wealth Management, LLC
Series 63, Series 65
Salt Lake City, UT
Quayle Asset Management, Inc.
Series 63, Series 66
Salt Lake City, UT
Affinity Wealth Resources, LLC
Series 63, Series 65
Salt Lake City, UT
Abacus Investment Advisors
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