Summit Wealth Partners, LLC

Summit Wealth Partners, LLC is a national SEC Registered Investment Adviser established in 2005, offering comprehensive wealth management services primarily to individuals and families. The firm's Co-Presidents & CEOs are Mr. Chad Warrick and Mr. Jason Print. Summit's wrap fee program, no longer available to new clients, provides services based on a lifetime financial plan tailored to individual circumstances. Fees are calculated based on assets under management, with annualized fees ranging from 1.15% to 1.35%. The firm's investment strategies focus on broad diversification, strategic allocations, and periodic rebalancing, primarily utilizing registered investment funds like ETFs and managed mutual funds. Summit does not accept performance-based fees or engage in side-by-side management. Clients have the option to engage in financial planning services or comprehensive wealth management. The firm discloses potential conflicts of interest related to compensation from insurance product sales and additional economic benefits received from vendors and product sponsors. Summit does not vote proxies on behalf of clients and emphasizes the importance of client communication with portfolio managers. Clients receive regular account reviews and performance reports, with access to a secure client portal for account monitoring. Summit's Code of Ethics ensures client interests are prioritized, and the firm has no history of reportable legal or disciplinary events.