Andrew Adolph is a registered investment advisor at Summit Financial, LLC, based in Columbus, OH, with 2 years of industry experience. Andrew 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
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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
577 W Nationwide Blvd., Suite 302, Columbus, OH, 43215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Summit Financial, LLC
State Registrations1 state
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