Summer Fields Investments, LLC is a dividends, income, and value focused fiduciary Registered Investment Advisory firm. We aim to create durable and robust portfolios for individuals, families, and institutions. We have been active since 2014 and we manage over 135 client portfolios.
The firm is a registered investment adviser with the state of Missouri, California, and New York and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
Our CRD# 169250 is searchable at www.adviserinfo.sec.gov.
We charge 0.67% of assets under management annually, or 0.57% of assets over $500,000 annually.
Please direct inquiries to firstname.lastname@example.org.