Summit Advisors Inc.
Summit Advisors Inc. (CRD# 169103) is a financial advisory firm headquartered in Manchester Center, VT. They manage $15,391,933 in 93 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts93ACCOUNTS
Average Account Value$165,505
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients