Advisor at Summit Asset Management LLC
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Firm
Summit Asset Management LLC
Location
Memphis, TN 38117
Credentials
CFP®, Series 66
Industry experience
14 years
Leslie Drummond is a CFP® with 14 years of industry experience and is currently with Summit Asset Management LLC, where she has worked since 2013. She holds the Series 66 designation and is based in Memphis, TN. 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 with nearly $939 million in assets. The firm offers portfolio management, financial planning, and retirement plan advisory services, organizing client relationships around a Financial Profile and Investment Plan implemented primarily through diversified asset allocation.
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 Drive, Suite 107
Memphis, TN 38117
Tennessee · Texas
Summit Asset Management LLC
2017 - Present (9 years)
Summit Asset Management, Llc
2013 - 2017 (4 years)
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Insurance agent
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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