Advisor at Summit Investments and Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Summit Investments and Financial Planning
Location
Uniontown, OH 44685
Credentials
CFA®, Series 65, Series 66
Industry experience
5 years
Michael Mc Gill is the sole advisor at Summit Investments and Financial Planning in Uniontown, OH. He holds the CFA® designation and has five years of industry experience. His prior roles include positions at Ameriprise Financial, First National Bank of Pennsylvania, Huntington Bancshares, and Firstmerit. Summit Investments and Financial Planning is a state-registered, single-advisor firm that provides discretionary investment management and financial planning to individuals, businesses, and trust accounts. The firm employs a blend of fundamental, macro, and cyclical analysis and uses both passive and active strategies to manage client portfolios.
Based on Summit Investments and Financial Planning
Based on Summit Investments and Financial Planning
Flat annual fee from $0 up to $10,000, billed monthly, quarterly, or one-time based on client preference
$0 - $1,000,000: 1.25% Above $1,000,000+: 1.0%
2853 Crows Nest Cir
Uniontown, OH 44685
Ohio
Ameriprise Financial
2022 - Present (4 years)
First National Bank of Pennsylvania
2019 - 2022 (3 years)
Huntington Bancshares
2016 - 2019 (3 years)
Firstmerit
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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