Summit Financial
Hunt Valley, Maryland
5.0
2 Reviews
Summit Financial is a local investment advisory firm based out of Hunt Valley, MD. With one office, they cater to a diverse clientele seeking expert financial guidance. The firm boasts a team of 11 dedicated professionals, with six of them specializing in providing comprehensive investment advisory services. Drawing from their extensive knowledge and experience, Summit Financial manages an impressive average of approximately $25,630,000 in assets per investment advisor. To ensure client satisfaction, Summit Financial offers a flexible compensation structure, including a percentage of assets under management, fixed fees, and hourl...
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Assets Under Mgmt

$153.78M

Investment Professionals

6

Locations

0

% 401K & Individual

26%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of self-regulatory organizations rules
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