Summit Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,996,748
Total clients
80
13% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
40
Average account size
$262,459
Client services
Fee options
$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)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Summit Financial Group, LLC
901 North Broad Street, Suite 450
Rome GA 30161-5208, United States
Number of offices
1
Forms ADV
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