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 100 client portfolios.
Our CRD# 169250 is searchable at www.adviserinfo.sec.gov.
We charge 0.68% of assets under management annually, or 0.58% of assets over $500,000 annually.
Please direct inquiries to firstname.lastname@example.org.