Advisor at Summit Asset Management LLC
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Firm
Summit Asset Management LLC
Location
Memphis, TN 38117
Credentials
CFP®, Series 63
Industry experience
22 years
John Laughlin is a CFP® with 21 years of industry experience and is currently with Summit Asset Management LLC in Memphis, TN. He has been with Summit since 2012 and is a member of the Investment Committees for both the Second Presbyterian Church Foundation and the Metropolitan Inter-Faith Association Endowment. Summit Asset Management serves individuals, high-net-worth clients, trusts, retirement plans, endowments, and corporations, managing discretionary and non-discretionary portfolios for approximately 500 clients and nearly $939 million in assets. The firm focuses on portfolio management, financial planning, and retirement plan advisory services, implementing client plans primarily through asset allocation across mutual funds, ETFs, and alternatives, with investment decisions made by an internal Investment Committee.
Based on Summit Asset Management LLC
Based on Summit Asset Management LLC
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually
Special services provided on a project basis with negotiated fees
Account minimum: $500,000 Fee-only: Management fees only; no commissions or sales loads
5100 Wheelis Dr., Suite 107
Memphis, TN 38117
Tennessee · Texas
Summit Asset Management, Llc
2021 - Present (5 years)
Summit Asset Management, Llc
2012 - 2021 (9 years)
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