How does the advisor help clients – Key Takeaways:
SUMMIT FINANCIAL PARTNERS, INC. is a highly reputed financial firm that offers a wide range of services to its clients. They understand the importance of financial stability and work towards helping their clients achieve their financial goals.
Their team of experienced and knowledgeable advisors provide personalized financial guidance to help clients make smart decisions about their money. They offer a holistic approach to financial planning and work closely with their clients to develop customized strategies that align with their unique financial needs and objectives.
Facts and Insights
Founded in 1996, SUMMIT FINANCIAL PARTNERS, INC. has been in the financial industry for over 25 years. They have established themselves as a trusted and reliable partner for individuals, families, and businesses seeking financial guidance.
Their team consists of over 50 advisors who have a combined experience of over 500 years in the financial industry. This expertise allows them to provide superior financial advice and solutions to their clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| Over $1 billion | 50+ | 25 years |
Financial Services Offered
SUMMIT FINANCIAL PARTNERS, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning and Management
- Insurance Planning
- Education Planning
- Business Succession Planning (for business owners)
- Wealth Transfer Planning
Client Types
SUMMIT FINANCIAL PARTNERS, INC. caters to a diverse range of clients, including:
- Individuals and Families
- Professionals
- Business Owners
- High-Net-Worth Individuals
- Retirees
- Non-profits
Fees & Compensation
At SUMMIT FINANCIAL PARTNERS, INC., the team believes in transparency and ensures that their clients fully understand the fees and compensation structure. They primarily charge a percentage of clients’ assets under management, and their fees may vary depending on the services provided.
Their advisors do not earn commissions on financial products and are committed to acting in the best interests of their clients at all times.
Background
SUMMIT FINANCIAL PARTNERS, INC. was founded by a team of experienced and highly qualified financial professionals with a vision to provide comprehensive financial services to their clients. The firm has grown significantly over the years and has built a solid reputation for its ethical practices and exceptional client service.
Financial Advisor Disclosures to Know
SUMMIT FINANCIAL PARTNERS, INC. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means that they are bound by strict regulations and must disclose any potential conflicts of interest to their clients.
Their advisors have a fiduciary duty to act in the best interests of their clients, meaning they must always prioritize their clients’ needs above their own. They believe in building long-term relationships with their clients based on trust and transparency.