Summit Wealth and Retirement Partners Fees & Minimum

Overview

Headquarters: Eagle, ID
Total Firm Assets: $978 million
Average High-Net-Worth Client Portfolio Size: $4.6 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: 2026-03-09 SUMMIT WEALTH & RETIREMENT PARTNERS FORM ADV PART 2A (2026-03-09) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$10,000,000	1.00%
$10,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$50,000	1.00%
$10 million	$100,000	1.00%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 92.07%
Number of High-Net-Worth Clients: 194
Total Client Accounts: 1,018
Discretionary Accounts: 919
Non-Discretionary Accounts: 99

Services Offered

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

Regulatory Filings

SEC CRD Number: 285972

2026-03-09 SUMMIT WEALTH & RETIREMENT PARTNERS FORM ADV PART 2A (2026-03-09) (fee schedule source) · View brochure text

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

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Summit Wealth and Retirement Partners