Summit Financial provides investment advice and financial planning to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Summit offers several asset management programs, including custom-designed portfolios, strategic asset allocation, and third-party manager programs. Financial planning services are also available, covering areas like estate planning, insurance, and retirement planning. Some financial advisors are also associated with unaffiliated broker-dealers and can provide brokerage services.
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.
