Ryan Gavin is a CFA-designated registered investment advisor at Summit Wealth Partners, LLC, based in Wesley Chapel, FL, with 7 years of industry experience. Ryan 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
Wesley Chapel, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Summit Wealth Partners, LLC
Previous Registrations
Naples Global Advisors
State Registrations1 state
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