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James Threlkeld

Advisor at Summit Financial Group, LLC

Updated today

Firm

Summit Financial Group, LLC

Location

Rome, GA 30161

Credentials

Series 66

Industry experience

22 years

Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.05% $1,000,001+: 0.75%

Commissions

Commissions on insurance products sold by principal Mark Harrison; clients will not pay both commission and management fee on the same assets.

Project-based

Hourly consulting fees at $150 per hour

Other

Account minimum: The brochure states "We may impose a minimum portfolio value" and "With some exceptions, we may impose a minimum portfolio value eligible for conventional investment advisory services, and a minimum annual fee may apply." However, no specific dollar amount is provided, so the exact minimum is not stated. Minimum fee: Minimum annual fees may apply (specific amount not stated)

Work history

Haynes & Moore, Llc

2023 - Present (3 years)

Summit Financial Group

1999 - Present (27 years)

Haynes & Moore, Llc

1982 - 2022 (40 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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Wealth management
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