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  under $500,000 over $500,000 over $2,000,000
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Investment Managed Money
Mutual Funds		 Private Money Managers Individualized
Equities and Bonds		 Institutional
Money Managers
Customized Equity and Fixed Income Strategies
Annual Fee Standard level-load fees Fee level influenced by asset blend 
 
Fee based asset management offered through LPL Financial(LPL) Member NASD/SIPC
 
TriSummit Investment Advisors Communication
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E-mail updates
Weekly Commentary
Weekly Commentary Special Updates
Weekly Commentary Customized Bulletins
 
|Statements 
Quarterly
Monthly
Annual Summaries
Monthly
Annual Summaries
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Professional Services Fee Only
LPL's Hourly Consulting Program $200/hr Specific analysis and advice
Retirement Planning $250
College Savings/Education Planning $250
Risk Management $250
Financial Planning Full Comprehensive Written Financial Plans begin at $1000
Estate Planning $250
Divorce and Property Settlement Planning $250
Asset Allocation/Diversification Reviews $250 Annually Semi-Annually On-going
Portfolio Reports $250 Annually Semi-Annually Quarterly
Scheduled Review Meetings Annually   Annually Annually Semi-Annually
Tax-Qualified program reviews (401k, 403b/TSA)   $250  Annually Semi-Annually Quarterly
Tax-Deferred program reviews (Annuities/Insurance)  $250  Annually Semi-Annually Quarterly
Executive Benefit Plan reviews $250
Concentrated Stock Position strategies  $250
       

Minimum initial portfolio value $750,000 (total household assets under management)

As always, thank you for your introductions. We gladly accept referrals.

The financial consultants of TriSummit Investment Advisors are Registered Representatives with and offer securities and fee only services through LPL Financial, a Registered Investment Adviser and/or TriSummit Investment Advisors, a California Registered Investment Adviser.
       
       
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