Advisor at Summit Financial Strategies Inc
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Firm
Summit Financial Strategies Inc
Location
Columbus, OH 43219-3599
Credentials
CFP®
Industry experience
3 years
Kate Coghill is a CFP® professional with eight years of experience, currently serving at Summit Financial Strategies Inc. in Columbus, OH. Prior to joining Summit, she worked at Madewell and The Ohio State University. Summit Financial Strategies serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm provides investment advisory and wealth management services alongside standalone financial and tax planning, employing both discretionary and non-discretionary portfolio management with a focus on long-term strategies and ongoing portfolio monitoring.
Based on Summit Financial Strategies Inc
Financial planning fixed fees generally range from $10,000 to $14,000, based on net worth; one-time financial plans available for $2,500
$0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $3,000,000: 0.55% $3,000,001 - $4,000,000: 0.45% $4,000,001 - $5,000,000: 0.35% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.15%
Tax planning service fee is $500 per year, paid quarterly in advance
Minimum fee: $2,500 for investment advisory services; $10,000 for wealth management services; $10,000 for financial planning services only; $500 for eSummit services Fee-only: Fee-Only firm; does not accept commissions or other sources of revenue
4111 Worth Ave., #510
Columbus, OH 43219-3599
Ohio · Texas
Summit Financial Strategies Inc.
2018 - Present (8 years)
Madewell
2016 - 2020 (4 years)
The Ohio State University
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
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