Summit Place Financial Advisors, LLC

Summit Place Financial Advisors, LLC, established in October 2008, offers investment advisory services to individuals and high net worth individuals. The firm provides discretionary investment advisory services on a fee-only basis, including financial planning and consulting services. Clients may be charged for extraordinary planning services separately. The firm does not assist with financial plan implementation, estate planning, tax returns, or insurance sales. Clients have full discretion over implementation decisions and may engage recommended professionals at their discretion. Summit Place Financial Advisors does not participate in wrap fee programs and had $256,398,657 in assets under management as of December 31, 2024. The firm's annual investment advisory fee ranges from 0.50% to 1.00% based on the market value of assets managed. The fee includes both investment advisory and financial planning services. The firm does not accept performance-based fees and primarily allocates client assets among individual equity and fixed income securities. Summit Place Financial Advisors does not recommend or advocate for investments in Bitcoin, cryptocurrencies, or digital assets. The firm maintains a Code of Ethics and personal securities transaction policy to prevent conflicts of interest. Clients are encouraged to review financial planning issues annually, and the firm provides regular account statements and transaction confirmations. The Chief Compliance Officer, Elizabeth Miller, is available for any client inquiries regarding the firm's disclosures and arrangements.