Summit Wealth Strategies Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$60,416,736
Total clients
51
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
51
Average account size
$1,184,642
About
Summit Wealth Strategies Group is a fee-only registered investment adviser that provides investment management, financial planning, and consultation services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations and other business entities. The firm also offers non-investment business consulting to companies and accepts corporate clients and retirement plans, including pension and profit-sharing arrangements.
The firm delivers individualized, ongoing portfolio management built around a client data‑gathering process and, where appropriate, an investment policy statement; its approach emphasizes long‑term asset allocation and diversification using mutual funds, ETFs, individual equities and fixed‑income securities, informed by fundamental analysis and periodic rebalancing. Clients receive regular monitoring and reviews and may engage the firm on hourly or project bases for financial planning and consultation in addition to discretionary management implemented through independent custodians.
What is distinctive relative to many independent advisers is the firm’s acceptance and management of corporate and institutional plan assets—its ADV reports more than $60.4 million in assets across 142 discretionary accounts and acknowledges ERISA fiduciary duties with the ability to act in an ERISA investment‑manager capacity. The firm’s practice is also characterized by a fee‑only compensation model combined with a modest allocation of time to non-investment business consulting for companies, which can broaden the scope of services available to business clients.
Client services
Expertise
Fee options
Project-based fees determined at engagement based on hourly rate and scope; may require 50% retainer.
$0 - $500,000: 1.00% annually $500,001 - $999,999: 0.80% annually $1,000,000 - $3,000,000: 0.60% annually Over $3,000,000+: Negotiable
$200 per hour for Financial Planning and Consultation Services.
Fee-only: Adviser is fee-only; no commissions or sales charges accepted.
Main office location
Summit Wealth Strategies Group, LLC
Brighton MI, United States
Number of offices
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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