Firm Information
Compensation
Fee-Only (AUM)Firm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial Strategies is a fee-only firm. They offer investment advisory services, wealth management services (investment advisory and financial planning), and standalone financial planning services. The annual fee for investment advisory services ranges from 0.15% to 0.75% of assets managed. The annual fee for wealth management services ranges from 0.15% to 1.00% of assets managed. Standalone financial planning fees range from $10,000 to $14,000, depending on net worth, and are negotiable for clients with over $5,000,001 in net worth. Tax planning services are $500 per year. They may also prepare one-time financial plans for a $2,500 fee. There is a minimum annual fee of $2,500 for investment advisory services, $10,000 for wealth management services, $10,000 for financial planning services only, and $500 for eSummit.
Areas of Practice
Advisor Information
Office location
4111 Worth Ave., #510, Columbus, OH, 43219-3599
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Brian Todd SutliffRegulatory 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.
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Brian is a lecturer at The Ohio State University, teaching undergraduate financial planning classes since 2008. He dedicates minimal time to this activity.
Employment History
Current Registrations
Summit Financial Strategies INC
Previous Registrations
Sutliff Financial Planning, INC.
State Registrations1 state
Exams
Additional Information
Managing your finances is complex and time-consuming. You’ve earned the right to partner with the experts at Summit Financial Strategies, Inc. to simplify the process. We’ll be with you every step of the way; acting as your advocate as we build your personal plan and work through life’s changes. In a world that is becoming less personal, Summit is bucking the trend. Our business is not about us: it is about you. We get to know your needs and desires, and work with you to build a plan to realize them. A key tenet of our business strategy is a low ratio of clients to professional staff. We’ve committed to no more than 40 wealth management clients per Advisor to make sure that you have the attention you deserve. Our long-term business plan includes a clear succession strategy, so you can rest assured that Summit will be here for you and your family. Our investment philosophy for long-term wealth creation is built on strategic asset allocation and diversified portfolios. We encourage long-term investing and discourage attempts at market timing. Our process begins with a clear understanding of your long-term needs, investing history, time horizon, risk tolerance, and investment preferences to create your Personal Investment Policy Statement. You will receive specific investment recommendations, incorporating no-load mutual funds, stocks, bonds, separately managed account, and other carefully selected specialty investments.