Overview

Headquarters
Lafayette, LA
Total Firm Assets
$1.8 billion
Average High-Net-Worth Client Portfolio Size
$4.4 million
Stated Minimum Account Size
$50,000

Recent Rankings

Forbes 2025: 217

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Fee Disclosure

Source: SUMMIT FINANCIAL WEALTH ADVISORS DISCLOSURE BROCHURE (2026-03-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 1.25%
$250,001 $1,000,000 1.00%
$1,000,001 and above 0.95%

Stated Minimum Annual Fee: $500

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,625 1.06%
$5 million $48,625 0.97%
$10 million $96,125 0.96%
$50 million $476,125 0.95%
$100 million $951,125 0.95%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
65.05%
Number of High-Net-Worth Clients
268
Total Client Accounts
3,011
Discretionary Accounts
2,997
Non-Discretionary Accounts
14

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
171278
  • SUMMIT FINANCIAL WEALTH ADVISORS DISCLOSURE BROCHURE (2026-03-10) (fee schedule source) · View brochure text

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

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