Summitview Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SummitView Advisors is a fee-only independent advisory firm that provides ongoing portfolio management and both comprehensive and project-based financial planning to individuals, high-net-worth clients, trusts, qualified retirement plans, corporations, and charitable organizations. The firm offers tailored investment advice, prepares written financial plans, and can recommend or implement third‑party managers for separately managed accounts.
Investment work is centered on strategic asset allocation, supplemented by fundamental and cyclical analysis, with portfolios managed on a discretionary basis and rebalanced as appropriate. Financial plans commonly integrate tax, estate, cash‑flow, insurance, and retirement distribution considerations, and the firm coordinates with outside professionals when clients need specialized implementation.
Compared with many similar solo independent advisers, SummitView explicitly provides employee benefit plan services and pension consulting to employer plan sponsors and offers business‑planning and employee‑benefit optimization for business owners. It also serves charitable and corporate clients and uses outside managers (including a named third‑party manager), reflecting a broader mix of institutional and nonprofit clients than is typical for firms of its size.
Client services
Expertise
Fee options
Project Based Financial Planning fixed fees range from $500 to $10,000, negotiated case-by-case; onboarding fee for Comprehensive Financial Planning ranges from $500 to $4,000.
$0 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.70% $5,000,001+: Negotiable
Comprehensive Financial Planning ongoing fees range from $2,400 to $15,000 annually, paid monthly or quarterly.
Main office
Belmont MI
Advisors at this office
1
Most active in
Michigan · Texas
Also doing business as
Financial Life Management LLC · Summitview Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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