John Click is a CFP-designated registered investment advisor at Summit Financial, LLC, based in Dublin, OH, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
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.
Location
6125 Memorial Drive, Dublin, OH, 43017
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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
John has investment-related ownership in J4 Holdings One, LLC, dedicating minimal time to oversight duties. He also serves as Senior Vice President and shareholder at Meeder Investment Management, Inc., dedicating about two-thirds of his time to this role. John also offers insurance as a broker or agent through numerous insurance companies.
Employment History
Current Registrations
Summit Financial, LLC
Meeder Public Funds, INC.
Meeder Asset Management, INC.
Previous Registrations
Meeder Advisory Services, INC.
Meeder Distribution Services, INC.Broker
One Compass Advisors
New Covenant Funds Distributor, INC.Broker
Bisys Fund Services Limited PartnershipBroker
Banc One Securities CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.