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 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY, 10017

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Summit Trail Advisors, LLC
April 2024 - Present · 1 yr 9 mos
Previous Registrations
LPL Financial LLC
July 2023 - November 2023 · 4 mos
LPL Financial LLC Broker
July 2023 - November 2023 · 4 mos
Bancwest Investment Services, INC. (bwis)
October 2019 - July 2023 · 3 yrs 9 mos
Bancwest Investment Services, INC.Broker
October 2019 - July 2023 · 3 yrs 9 mos
UBS Financial Services INC.
August 2013 - October 2019 · 6 yrs 2 mos
UBS Financial Services INC. Broker
January 2010 - October 2019 · 9 yrs 9 mos
UBS International INC.Broker
July 2009 - January 2010 · 6 mos
UBS Securities LLCBroker
October 2001 - July 2009 · 7 yrs 9 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Dimitre Ivanov - Financial Advisor | AdvisorDiscover