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's advisors have the option of two clearing platforms to execute their securities business and manage their fee-based practice. Through First Clearing* or Pershing LLC, a Bank of New York Company. You can choose either or both firms to execute trades and process your fee-based business.