Glenn Blachman is a CFP-designated registered investment advisor at Summit Financial, LLC, based in Toms River, NJ, with 29 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Contact
Glenn Blachman
Location
236 Washington Street, Suite 1A, Toms River, NJ, 08753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Summit Financial, LLC
Previous Registrations
Bcg Securities, INC.
Gateway Advisory, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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