Second Summit Wealth Management Fees & Minimum

Overview

Total Firm Assets: $150 million
Average High-Net-Worth Client Portfolio Size: $4.6 million

Fee Disclosure

Source: DISCLOSURE BROCHURE (2026-10-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.00%
$2,000,001	$10,000,000	0.90%
$10,000,001	$50,000,000	0.60%
$50,000,001	$100,000,000	0.40%
$100,000,001	and above	Negotiable

Stated Minimum Annual Fee: $15,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$47,000	0.94%
$10 million	$92,000	0.92%
$50 million	$332,000	0.66%
$100 million	$532,000	0.53%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 99.12%
Number of High-Net-Worth Clients: 32
Total Client Accounts: 165
Discretionary Accounts: 162
Non-Discretionary Accounts: 3

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 317984

DISCLOSURE BROCHURE (2026-10-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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