James Threlkeld
Advisor at Summit Financial Group, LLC
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.
Advisor at Summit Financial Group, LLC
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 Financial Group, LLC
Location
Rome, GA 30161
Credentials
Series 66
Industry experience
22 years
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.05% $1,000,001+: 0.75%
Commissions on insurance products sold by principal Mark Harrison; clients will not pay both commission and management fee on the same assets.
Hourly consulting fees at $150 per hour
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)
Haynes & Moore, Llc
2023 - Present (3 years)
Summit Financial Group
1999 - Present (27 years)
Haynes & Moore, Llc
1982 - 2022 (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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