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FAQs

Financial Planning FAQs

DIFFERENCE BETWEEN FIDUCIARY STANDARDS AND SUITABILITY STANDARDS

DIFFERENCE BETWEEN BUY & HOLD AND DYNAMIC ASSET ALLOCATION/ACTIVE MANAGEMENT

DIFFERENCE BETWEEN PROACTIVE AND REACTIVE ACCOUNT MANAGEMENT

Under this philosophy, a proactive system will call to attention any issues, suspected conflicts of interest, or potential harm that a client could encounter. A reactive approach explains what happened and why it happened, but does not attempt to adjust or mitigate risk to the client. Summit's approach has always been proactive and will continue to be so.

DIFFERENCE BETWEEN TECHNICAL AND FUNDAMENTAL ANALYSIS

DIFFERENCE BETWEEN COMMISSION AND FEE FOR SERVICE MODELS

WHAT IS FEE BILLING?

WHAT DOES "NO CONTRACTS, NO COMMITMENTS, AND NO HASSLES" MEAN?

Check the background of this firm/advisor on FINRA’s BrokerCheck.