Summit Wealth Management Group, Inc.

Summit Wealth Management Group, Inc., located in Camarillo, CA, offers the Summit Wealth Wrap Program, managed by Christina Zins, the Chief Compliance Officer. Established in July 2024, the firm provides individualized investment advisory services through their Strategic Wealth Management Account Platform. Clients pay an annual fee of up to 2.0% of assets, payable quarterly, for continuous account supervision and tailored investment strategies. The firm emphasizes long-term purchases and uses technical analysis to formulate investment advice. Clients must have a minimum account size of $500,000, which may be waived. Summit Wealth does not charge performance fees and does not accept proxy authority to vote client securities. The firm's investment adviser representatives may receive commissions, creating a potential conflict of interest, but always prioritize clients' interests. Summit Wealth is a fiduciary, committed to acting in clients' best interests and providing full disclosure. The firm does not pay referral fees and has no financial conditions impairing its obligations to clients. Clients are encouraged to review the firm's Code of Ethics for further information.