Advisor at Summit Global Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Summit Global Investments, LLC
Location
Bountiful, UT 84010
Credentials
Series 63, Series 65
Industry experience
18 years
Trevor Thompson is a financial advisor with Summit Global Investments, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Craig M. Mortensen Attorney at Law, Transamerica Financial Advisors, Inc, and Wfg. In addition to his advisory work, he spends part of his time assisting clients with insurance needs through LifePro Financial Services, Inc. Summit Global Investments provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutional investors, and trusts. The firm employs a managed-risk investment approach that emphasizes downside risk mitigation and utilizes both quantitative and fundamental analysis.
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
California
Summit Global Investments
2018 - Present (8 years)
Craig M. Mortensen Attorney at Law
2014 - 2018 (4 years)
Transamerica Financial Advisors, Inc
2012 - 2018 (6 years)
Wfg
2007 - 2018 (11 years)
Richard L Thawley, SP
2007 - Present (19 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
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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