Summit Financial Consultants, Inc.
Summit Financial Consultants, Inc. is a registered investment advisor based in Westlake Village, CA, established in 1998 by Neil Elmouchi and Kimberly Lau. The firm offers asset management services on a discretionary or non-discretionary basis, tailored to clients' financial situations and investment objectives. Clients have the opportunity to impose reasonable restrictions on account management. Summit's investment strategies may include a variety of securities such as stocks, bonds, ETFs, mutual funds, and more. The firm may also recommend Third Party Asset Managers (TPAMs) for client portfolios. For financial planning services, Summit evaluates clients' financial states, cash flows, asset values, and risk profiles to provide comprehensive planning advice. The firm may also offer consulting services and pension consulting for employer-sponsored plans. Summit discloses its fee structure, which includes hourly rates, fixed fees, and asset management fees not exceeding 2.0% annually. The firm may receive benefits from TD Ameritrade and AssetMark, but it aims to act in clients' best interests. Summit does not charge performance-based fees and does not have any disciplinary disclosures. Clients have the option to grant Summit discretionary authority over their investments, and the firm does not vote proxies on behalf of clients. Summit Financial Consultants has participated in the Paycheck Protection Program to support its operations during the COVID-19 pandemic.
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