Anita Lombardi is a registered investment advisor at Summit Financial, LLC, based in Syracuse, NY, with 20 years of industry experience. Anita 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
443 N. Franklin Street, Suite 210, Syracuse, NY, 13204
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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
Anita offers insurance as a broker or agent through numerous insurance companies, including SRM, an affiliated company. She also owns A.P. Lombardi Group, LLC, which receives income from commission trails for previous insurance sales, dedicating minimal time to this activity.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Everest Consultants, LLC
State Registrations1 state
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