Q. Is there a minimum amount of money required to become a client with Summit Financial Services?

A. There is a $50,000 minimum requirement to become a client with us. Regardless of income or wealth, we will work our hardest to find the best financial strategies and solutions for you.

Q. Why should I work with Summit Financial Services instead of another firm?

A. Summit Financial Services is a locally-owned, independent firm. Assets managed by our firm and its advisors are held by custody with Charles Schwab and Company – the leader in brokerage services and asset management for Independent Registered Investment Advisors. We pride ourselves on being able to offer our clients objective, non-biased advice and more of the attention they deserve. Since we are independent and not bound to any particular products, we are able to provide access to an extensive array of financial solutions tailored to fit each client’s needs.

Have a question? Let us know.

Send message clear