Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit's annual wealth management and investment advice fees range from 0.75% to 2.00% of assets under management, depending on the specific services provided. These fees may be negotiable in certain circumstances. Financial planning services are offered on an engagement basis, with fees determined by the scope of the engagement. Clients are responsible for third-party fees such as custodian fees, brokerage fees, and ETF/mutual fund fees. A platform fee of 0.30% is billed quarterly in advance for management of held-away assets.
Areas of Practice
Advisor Information
Office location
15050 Elderberry Lane, Suite 6-1, Fort Myers, FL, 33907
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad is a managing member of Signature Financial Strategies, LLC since 2014, selling fixed insurance and annuity products, conducting business seminars, and providing consulting and coaching services. This takes about 10-20% of Chad's time.