When choosing a broker dealer, you want to make sure any potential partner has a vast array of fee-based options. Thatís why you can turn to Summit Brokerage Services for Fee Flexibility!
Summit offers a complete line of flexible fee-based programs so you can design portfolios that meet the needs of each of your clients.
At Summit, you have the ability to conduct your fee-based business under your own individual RIA or Summitís Corporate RIA, Summit Financial Group. And you can utilize platforms including Separately Managed Accounts (SMA), Mutual Fund/ETF Wrap, Advisor Directed, Client Directed, Unified Managed Accounts (UMA) and more!
Investment Advisory Platforms
Form ADV Part 2 Firm Brochure
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