Firm Information
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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Wendy S TroutRegulatory 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 →Employment History
Current Registrations
Summit Financial Strategies INC
State Registrations2 states
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,Summitis 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 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 thatSummitwill 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.