Andrew Dickens
Andrew Dickens is a registered investment advisor at Summit Wealth Partners, LLC, based in Orlando, FL, with 16 years of industry experience. Andrew 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
800 N. Orange Avenue, Suite 302, Orlando, FL, 32801
Get directionsHistory
Regulatory History (1)
Criminal
August 1996Other Business ActivitiesSells Insurance
Andrew is an agent/solicitor for Summit Asset Protection Group, LLC, selling fixed insurance and annuities, dedicating about 10-20% of his time. He is also a managing shareholder of Legacy Business Design LLC and a partner in Tax and Business Solutions LLC, dedicating minimal time and nearly full-time hours, respectively.
Employment History
Current Registrations
Summit Wealth Partners, LLC
Previous Registrations
Summit Wealth Partners, LLC
Signator Investors, INC.
Signator Investors, INC.Broker
Intersecurities, INC.Broker
State Registrations3 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.