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CFP

Michael Summers

Investment Research CORP
41 Years of Experience
York, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Summers is a CFP-designated registered investment advisor at Investment Research CORP, based in York, PA, with 41 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 166 clients with $76M in assets under management.

Investment Research CORP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
166 clients
Average Client Portfolio
$460K average
Assets Under Management
$76.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Clients can choose a $3,000 flat fee or a percentage-based fee of 0.5%, 1.0%, 1.5%, or another mutually agreed rate up to a maximum of 2.0% of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

105 Leader Heights Road, Suite 100, York, PA, 17403

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael owns Summers Financial Planning and Investments, focusing on investments and insurance sales, dedicating full-time hours to this endeavor. He is also an Investment Advisor Representative at Investment Research Corp, spending minimal time on this role.

Employment History
Current Registrations
Investment Research CORP
October 2016 - Present · 10 yrs
World Capital Brokerage, INC.Broker
January 2008 - Present · 18 yrs 9 mos
World Capital Brokerage, INC.
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
1717 Capital Management CompanyBroker
October 1984 - January 2008 · 23 yrs 3 mos
State Registrations16 states
CACODCDEFLGAMAMDMEMNNCNJOHPAVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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