Advisor at Summit Asset Management LLC
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Firm
Summit Asset Management LLC
Location
Memphis, TN 38117
Credentials
ChFC®, Series 63, Series 65
Industry experience
22 years
Samuel Thompson is a financial advisor at Summit Asset Management LLC with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Thompson has been with Summit Asset Management since 2012, working there continuously for over a decade. 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 provides portfolio management, financial planning, and retirement plan advisory services, using an Investment Committee to guide asset allocation and tactical adjustments.
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
Summit Asset Management, Llc
2021 - Present (5 years)
Summit Asset Management, Llc
2012 - 2021 (9 years)
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Other specialized services
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