Independent Financial Advisory Services

Fee Flexibility

When choosing a broker dealer, you want to make sure any potential partner has a vast array of fee-based options. That's 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 individual needs of your clients.

At Summit, you have the ability to conduct your fee-based business under your own individual RIA or Summit's 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

Advisor
Directed

Separately Managed Accounts

Unified Managed Accounts

Mutual Fund
Wrap

Multiple Discipline Accounts

Third-party Money Managers

Questions to Consider Clearing Firms Summit's Hybrid

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