Amanda
Pate
Summit Wealth Partners, LLC
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About this Advisor
Amanda Pate is a financial advisor based in Orlando, Florida, working with Summit Wealth Partners, LLC. Amanda has previously held positions at Florida Institute Of Technology and Summit Wealth Partners, LLC. Amanda is registered to provide services in Arizona and Florida. Currently, Amanda is part of Summit Wealth Partners, LLC, which operates out of Orlando, Florida. The firm has 4 offices and 19 employees. The firm manages assets totaling $629.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Summit Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Wealth Partners, LLC Brokerage Details
$629,505,333
19
2,167
$290,496
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Amanda Pate Work History
Summit Wealth Partners, LLC
Florida Institute Of Technology
Disclosures
Please visit the SEC profile of Amanda Pate to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Wealth Partners, LLC
Orlando, FL
Fort Myers, FL
Naples, FL
Orlando, FL
Naples, FL
Naples, FL
Naples, FL
Orlando, FL
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