Blue Summit Wealth Management

Blue Summit Wealth Management, established in January 2006, is a registered investment adviser based in San Diego, CA. The firm offers financial planning services tailored to individual needs, ranging from broad-based financial planning to consultative planning. Blue Summit Wealth Management may advise clients to engage in portfolio management services, creating a potential conflict of interest. The firm's investment philosophy includes the Blue Summit Experience, focusing on goal identification, financial analysis, and recommendations to meet long-term goals. Blue Summit Wealth Management primarily recommends mutual funds and ETFs for investment, with fees for portfolio management services capped at 1.5% annually. The firm does not charge performance-based fees or participate in side-by-side management. Clients include individuals, high net worth individuals, corporate accounts, and charitable institutions. Blue Summit Wealth Management exercises limited custody over client funds, with Pershing LLC recommended as a custodian. The firm does not vote proxies on behalf of clients and does not have any disciplinary information. Blue Summit Wealth Management's Code of Ethics emphasizes fiduciary duties, professional standards, and ethical conduct. The firm may earn referral fees from cash management solutions and retain third parties as solicitors. Clients are encouraged to review account statements for accuracy and consider IRA rollover options carefully.