Summit Financial Strategies INC
Assets Under Management
$2.1B
Number of Clients
983
Number of Advisors
17
Average Client AUM
$2.1M
AUM per Advisor
$120.8M
Compensation
Fee-Only (AUM)
About This Firm
Summit Financial Strategies offers investment advisory, wealth management (investment advisory + financial planning), and standalone financial planning services. They are a fee-only firm and act as fiduciaries. Clients can engage Summit on a discretionary or non-discretionary basis.
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
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Location
4111 Worth Ave., #510, Columbus, OH, 43219-3599
