Michael Denti
Michael Denti is a registered investment advisor at Summit Financial, LLC, based in Highlands, NC, with 41 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 18,393 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum advisory fee across programs is 1.50% per year. Fees are negotiable and exclude program fees, custodian charges, and third-party manager fees.
Fee Estimator
Location
Highlands, NC
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Michael offers insurance as a broker or agent through numerous insurance companies. Some sales are through SRM, an affiliated company, and he earns compensation based on these sales.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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