Bradley Towle is a registered investment advisor at Summit Wealth Partners, LLC, based in Naples, FL, with 17 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 776 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Wealth Partners' annual wealth management and investment advice fees range from 0.75% to 2.00% of your portfolio, depending on the amount you invest and the services you receive. These fees may be negotiable. Summit also uses a third-party platform to manage held-away assets such as defined contribution plan participant accounts, with discretion. The annual fee is 0.30% billed quarterly in advance.
Location
999 Vanderbilt Beach Road, Suite 609, Naples, FL, 34108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Summit Wealth Partners, LLC
Previous Registrations
Summit Wealth Partners, LLC
Genesis Wealth Advisors, LLC
Genesis Capital Advisors, INC.
J.p.morgan Securities INC.
J. P. Morgan Securities INC.
Jpmorgan Securities INC
State Registrations8 states
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