Summa Global Advisors

Retirement Planning Firm in Clackamas County, OR

Firm Info
Address: 12901 SE 97th Ave #390, Clackamas, OR 97015, USA
Phone: (503) 636-2022

Firm Size
Assets Under Management: $140.7 million
# of Advisors: 3
# of Clients: 344
Client to Advisor Ratio: 115:1
Average Account Size: $409,092
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Other

Get Connected with a Financial Advisor

* required fields

Summa Global Advisors, LLC Overview

SUMMA Global Advisors, LLC is an investment advisory firm based in Clackamas, Oregon offering fee-only services aimed at providing unbiased investment advice. They have been in business since 2010 and are registered as an investment advisory firm specializing in investment advice only. The firm specializes in financial planning, portfolio management for individuals and small businesses, and the selection of other advisors. They work with clients to customize portfolios that meet their unique goals, and use a variety of investment strategies to achieve financial success. Clients can trust that SUMMA Global Advisors, LLC's fee-only model means they are not incentivized to sell certain products or advise clients to take on excessive risk. With a focus on transparency, the firm's investment advisory services are designed to provide objective guidance to clients seeking to build and manage wealth.

SUMMA GLOBAL ADVISORS, LLC serves a diverse range of clients, including individuals, high net worth individuals, and charitable organizations seeking expert financial guidance. The firm tailors its approach to meet the unique needs and goals of each client, whether they are looking to build and preserve wealth, plan for retirement, or achieve philanthropic objectives. With a client-first philosophy, SUMMA GLOBAL ADVISORS, LLC is committed to providing the highest level of service and support to its clients, leveraging its experienced team of financial advisors and investment professionals. SUMMA GLOBAL ADVISORS, LLC offers a variety of fee structures depending on the service provided. For clients seeking asset management and investment advisory services, the firm typically charges a percentage of assets under management (AUM) based on a sliding scale. Clients may also be charged other types of fees, such as transactional fees for executing trades, performance-based fees, or hourly or flat-rate fees for financial planning and consulting services. SUMMA GLOBAL ADVISORS, LLC strives to be transparent in its fee structures, and works with clients to determine the most appropriate fee arrangement based on their individual needs and goals.

Typical Clients, Fee Structures & Investment Minimum

According to SUMMA Global Advisors, LLC's Part 2 Brochure, the investment minimum for their services is not mentioned.

How This Office Can Help Clackamas County, OR Residents

Summa Global Advisors is a comprehensive financial planning and investment management firm that assists clients in Clackamas County, OR in achieving their financial goals. The firm offers personalized financial advice and investment strategies tailored to each client's unique situation. Whether a client is just starting out or nearing retirement, Summa Global Advisors can provide guidance on a wide range of financial topics, including retirement planning, tax planning, estate planning, and investment management. Many people living in Clackamas County, OR may face financial situations such as saving for retirement, paying off debt, or starting a small business. Summa Global Advisors can help these clients define their financial goals and develop a plan to achieve them. Additionally, the firm can assist clients in managing their investments, taking into account factors such as their risk tolerance, investment goals, and time horizon. Overall, Summa Global Advisors is committed to helping clients in Clackamas County, OR achieve financial security and prosperity.

To view the Minimum Investment and Fee Schedule for Summa Global Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Summa Global Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Summa Global Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 12901 SE 97th Ave #390, Clackamas, OR 97015, USA
Phone (503) 636-2022
Opening Hours
  • Mon 7:30 AM–4 PM
  • Tue 7:30 AM–4 PM
  • Wed 7:30 AM–4 PM
  • Thu 7:30 AM–4 PM
  • Fri 7:30 AM–4 PM
  • Sat Closed
  • Sun Closed
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Summa Global Advisors, LLC is registered to service clients in the following states:

  • California
  • Hawaii
  • Oregon
  • Texas
  • Washington

Disciplinary History

Summa Global Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023


Retirement Planning FAQs