Summit Wealth And Retirement Partners
Summit Wealth And Retirement Partners (CRD# 136918) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $28,050,708 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$1,402,535
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Metra (CRD# 5179310) is an Investment Advisor Representative working at Summit Wealth And Retirement Partners in Walnut Creek, CA and has over 3 years of experience in the finance industry.