Summit offers a complete line of flexible fee-based programs so you can design portfolios that meet the individual needs of your clients. In addition, you have the ability to conduct your fee-based business under your own individual RIA or Summit's Corporate RIA, Summit Financial Group.
Separately Managed Accounts
Unified Managed Accounts
Mutual Fund Wrap Programs
Third-Party Money Managers
Questions to Consider When Choosing Platforms
Choice of Clearing Platforms
Summit offers two clearing platforms to execute your securities business and manage your fee-based practice. Summit clears through First Clearing, LLC, an affiliate of Wells Fargo Advisors, and
Pershing LLC, a Bank of New York Company. You can choose either or both firms to execute trades and process your fee-based business.
*First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company