Summit Trail Advisors, Llc
2 GRAND CENTRAL TOWER, New York, New York 10017
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
under management, as applicable. The program fee generally ranges up to 0.45% annually. Clients should note the total fees reflected on custodial statements represent the aggregate of Summit Trail’s investment management fee, TAMP fee and Independent Manager fee, accordingly. Clien
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.