DR
CFA

David Wade Romhilt

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
33 advisors
Number of Clients
1,139 clients
Average Client Portfolio
$20.8M average
Assets Under Management
$23.6B

Fee Structure

Financial Plan Fee:$5,000 - $75,000
Hourly Rate:$500 - $1,000/hr

Investment advisory fees are based on a percentage of assets under management, ranging up to 1.50% annually, billed quarterly in advance. Fees are negotiable. Financial planning and consulting fees range from $5,000 to $75,000 on a fixed fee basis, or $500 to $1,000 hourly. Family office services are either included in investment management fees or charged a separate fixed fee up to $300,000. Retirement plan advisory fees range from 0.20% to 0.50% annually.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

2 Wisconsin Circle, Suite 700, Chevy Chase, MD, 20815

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Regulatory History (1)
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Employment Separation After Allegations
March 2015
Employment History
Current Registrations
Summit Trail Advisors, LLC
September 2015 - Present · 10 yrs 4 mos
State Registrations2 states
MDNY
Advisor
Exams
No exam information available for this advisor.
David Wade Romhilt - Financial Advisor | AdvisorDiscover