Triple Summit Advisors, LLC

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Client assets under management

$104,869,899

Clients

169

21% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$620,532

About

Triple Summit Advisors is a small registered investment adviser that serves individual investors (including high-net-worth clients), trusts, and corporate entities. The firm provides discretionary portfolio management across multiple strategies, along with financial planning, investment consulting, and insurance consulting services.

Triple Summit offers a mix of approaches — ETF-based global asset allocation, a long-term compounding quality equity strategy, event-driven/deep-value opportunistic investing, and quantitative factor portfolios — relying on fundamental analysis complemented by quantitative modeling. The firm also uses subadvisors for portions of some strategies (currently JustInvest), provides visibility and management for held-away accounts via a third‑party interface (Pontera), and coordinates insurance consulting through a platform partner (DPL).

What is distinctive about Triple Summit relative to many peers is the availability of performance-based fee arrangements for qualified clients within its opportunistic strategy, implemented with a multi‑quarter high‑water‑mark framework. The firm’s opportunistic approach may employ event-driven techniques including options and, in taxable accounts, short positions for arbitrage, practices that are less common among similarly sized advisory firms.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Tax-loss harvesting

Occupation focus

Retired Founder/Business Owner

Demographic focus

Mid-Career Professionals

Fee options

Fixed

Financial planning: $1,000 - $5,000 fixed fee; Investment consulting: $5,000 - $150,000 fixed fee

Percentage

$0+: 0.65% annually (Global Asset Allocation Strategy) $0+: 1.00% annually (Global Compounding Quality Strategy) $0+: 1.50% annually (Global Opportunistic & Event Driven Strategy) $0+: 1.00% annually (Global Quantitative Factor Investing Strategy) $0+: 0.65% annually (Held Away Accounts)

Project-based

$400 per hour for follow-up financial planning and investment consulting services

Performance-based

15% of profits on Global Opportunistic & Event Driven Strategy for qualified clients meeting net worth or asset thresholds

Other

Account minimum: $250,000 Fee-only: Financial planning: $1,000 - $5,000 fixed fee; Investment consulting: $5,000 - $150,000 fixed fee; Follow-up financial planning and consulting: $400/hour

Main office location

Triple Summit Advisors, LLC

Newton MA, United States

Number of offices

Most active in

California · Colorado · Massachusetts · New Jersey · New York · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website (917) 574-2670

Advisors at this firm

Wei W

CFP®, CFA®, Series 63

Newton, MA

Triple Summit Advisors, LLC

Wei Wang is a financial advisor at Triple Summit Advisors, LLC in Newton, MA, holding CFP®, CFA®, and Series 63 designations with nine years of industry experience. He has been with Triple Summit Advisors since 2015. Triple Summit Advisors manages approximately $90.3 million in discretionary assets for around 170 clients, including individuals, trusts, and corporate entities. The firm offers multiple investment strategies such as ETF-based global asset allocation, global compounding value, global opportunistic and event-driven approaches, and global quantitative factor investing.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retired Founder/Business Owner Mid-Career Professionals

Dan K

CFP®, CFA®, Series 65

Mercer Island, WA

Triple Summit Advisors, LLC

Dan Kanivas is a CFP®, CFA®, and Series 65 credentialed financial advisor with nine years of industry experience. He has been with Triple Summit Advisors, LLC since 2015. Triple Summit Advisors, LLC manages approximately $90.3 million in discretionary assets for around 170 clients, including individuals, trusts, and corporate entities. The firm offers a range of investment strategies, including ETF-based global asset allocation, global compounding value, and event-driven approaches that incorporate performance-based fees and specialized techniques such as merger arbitrage and options trading.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retired Founder/Business Owner Mid-Career Professionals

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