Advisor at Summit Asset Management LLC
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Firm
Summit Asset Management LLC
Location
Pensacola Beach, FL
Credentials
Series 63, Series 65
Industry experience
20 years
Sarah Haizlip is a financial advisor at Summit Asset Management LLC with 20 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Summit since 2006. Summit Asset Management serves individuals, high-net-worth clients, trusts, retirement plans, endowments, and corporations, managing discretionary and non-discretionary portfolios for approximately 500 clients and nearly $939 million in assets. The firm provides portfolio management, financial planning, and retirement plan advisory services, implementing client plans primarily through diversified asset allocation overseen by an internal Investment Committee.
Based on Summit Asset Management LLC
Based on Summit Asset Management LLC
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually
Special services provided on a project basis with negotiated fees
Account minimum: $500,000 Fee-only: Management fees only; no commissions or sales loads
Pensacola Beach, FL
Florida · Tennessee
Summit Asset Management, Llc
2006 - Present (20 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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