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Though we all are under Summit, advisors are given the freedom to go about their book of business as they see fit. Whether it be investment strategy or market focus, advisors make the call. 

Our advisors can enjoy the 80% commission split in their favor here at Summit. We take care of our advisors.

Our emphasis on individuality allows for our advisors to incorporate their own technological preferences regarding financial planning, research, etc. 

We believe an advisor works best when they know their community. Therefore, we allow advisors to work in the markets their most familiar with.

What makes us so effective is that, due to our emphasis on individuality, we are able to create innovative ideas within our business. Sharing methods and practices has helped us soar!

Though we are a small business, our methods and ideologies have helped us become a $1 billion AUM firm. Have that being said, we believe we are just getting started.