Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Summit Trail Advisors discloses a maximum, individually negotiated rate of 1.5% in its Disclosure Brochure (Form ADV Part 2A) (October 11, 2024). Converted to dollars, that runs $7,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Disclosure Brochure (Form ADV Part 2A) (October 11, 2024): “The Advisor’s annual fee for investment advisory services shall generally be based upon a percentage (%) of the market value and type of assets placed under the Advisor’s management, payable quarterly in advance. Investment advisory fees range up to 1.50% annually based on several factors … Summit Trail management fee is negotiable, depending on individual Client circumstances.”
Note: No minimum account size or minimum annual dollar fee is stated for standard Investment Advisory Services (separate OCIO/planning/retirement-plan services are distinct offerings not used here).
The published maximum: 1.5% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,750 | 1.50% |
| $500,000 | $7,500 | 1.50% |
| $1,000,000 | $15,000 | 1.50% |
| $2,000,000 | $30,000 | 1.50% |
Summit Trail discloses a single negotiable ceiling, ‘up to 1.50% annually,’ for its standard Investment Advisory Services, with no minimum account size or minimum dollar fee stated for that service.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Summit Trail Advisors’s own published maximum rate runs up to $7,500 a year.
Comparing Summit Trail Advisors against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Disclosure Brochure (Form ADV Part 2A) (October 11, 2024): https://assets.ctfassets.net/yh0rku0sx56r/24SyZIxPtFf9V6afb3rtsm/400867fcea42b89586e9a20f46619641/STA_Oct_ADV.pdf
- SEC Investment Adviser Public Disclosure, Summit Trail Advisors, LLC (CRD #220519): https://adviserinfo.sec.gov/firm/summary/220519
- Summit Trail Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/220519/PDF/220519.pdf
Methodology. This page was built September 28, 2026, drawing on Summit Trail Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Summit Trail Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Summit Trail Advisors review.
Is Summit Trail Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Summit Trail Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Summit Trail Advisors against other options? See Summit Trail Advisors alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.