Summitview Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$68,275,000
Total clients
93
25% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
93
Average account size
$734,140
About
SummitView Advisors works with individuals (including high-net-worth clients), qualified retirement plans, trusts, corporations, and charitable organizations to provide ongoing portfolio management as well as comprehensive and project-based financial planning. The firm documents client goals and develops tailored investment policies and asset allocation targets, with account supervision guided by client objectives and tax considerations.
Its investment approach emphasizes strategic asset allocation supported by fundamental and cyclical analysis, with diversification and periodic rebalancing used to manage risk. SummitView manages portfolios on a discretionary basis and may recommend or coordinate with third‑party outside managers — the brochure identifies Seeds Investor LLC as a recommended manager — assisting clients with selection and ongoing monitoring.
What is distinctive for a small independent adviser is the firm’s provision of employee benefit plan and pension consulting services and explicit servicing of charitable and corporate clients, including assistance with plan structure, investment options, and participant education. The firm is described as fee‑only and integrates outside manager relationships and custodian reporting into its due diligence and client service framework.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Project Based Financial Planning fixed fees ranging from $500 to $10,000
$0 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.70% $5,000,001+: Negotiable
Comprehensive Financial Planning ongoing fees paid monthly or quarterly, ranging from $2,400 to $15,000 annually with onboarding fees from $500 to $4,000
Minimum fee: Employee Benefit Plan Services minimum annual fee of $2,500 Fee-only: Comprehensive Financial Planning annual fee ranging from $2,400 to $15,000; Project Based Financial Planning fixed fees from $500 to $10,000; no commissions
Main office location
Summitview Advisors
975 Spaulding Ave, Se, Ste B
Ada MI 49301, United States
Number of offices
1
Most active in
Summitview Advisors has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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