Michael Summers is a CFP-designated registered investment advisor at Investment Research CORP, based in York, PA, with 41 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 177 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IRC clients pay a single annual fee for the wrap fee program, based on a percentage of the portfolio's market value or a flat fee, whichever they choose. The client can choose a $3,000 flat fee, or a fee based on a percentage of the account value for 0.5%, 1.0%, 1.5% or another percent value mutually agreed upon. The maximum fee is 2.0% of assets under management, not including program, product, custodial, or mutual fund fees.
Location
105 Leader Heights Road, Suite 100, York, PA, 17403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael owns Summers Financial Planning and Investments, focusing on investments and insurance sales, dedicating full-time hours to this endeavor. He is also an Investment Advisor Representative at Investment Research Corp, spending minimal time on this role.
Employment History
Current Registrations
Investment Research CORP
World Capital Brokerage, INC.
World Capital Brokerage, INC.Broker
Previous Registrations
1717 Capital Management CompanyBroker
State Registrations16 states
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