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Summit Investment Guidance Partners, LLC (Grand Rapids)


Summit Investment Guidance Partners, LLC is an adviser based in Grand Rapids. It manages $60.11 million of regulatory assets for 136 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Michigan.

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Summit Investment Guidance Partners provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Summit Investment Guidance Partners: assets under management

The assets under management (AUM) of Summit Investment Guidance Partners, LLC is $60.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $60.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $441.98 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Summit Investment Guidance Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grand Rapids

The principal office where Summit Investment Guidance Partners, LLC performs its advisory services is located at 826 Parchment Drive Se Suite 205, Grand Rapids, MI 49546, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 616-954-2501. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at www.summitifp.com.


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