Summit Wealth Strategies

Summit Wealth Strategies, operating as Summit Wealth Strategies and Young Wealth Management Group, is a registered investment adviser based in Chesterfield, MO. Established in 2015, the firm offers asset management and investment consulting services to various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, and corporate entities. Acting as a fiduciary, the firm prioritizes client interests and provides tailored investment strategies to meet financial goals while considering risk tolerance and time horizons. Services offered include asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm charges fees based on assets under management, with rates up to 2.0% for assets up to $4,999,999.99 and 1.00% for amounts over $5,000,000. Clients may also incur additional fees for performance reporting and financial planning services. Summit Wealth Strategies utilizes fundamental analysis, Modern Portfolio Theory, and technical analysis in formulating investment advice. The firm does not charge performance-based fees and does not impose specific requirements for opening accounts. Clients have the option to direct brokerage outside the firm's recommendation. Summit Wealth Strategies does not accept referral fees and has not been involved in bankruptcy proceedings.