Audrey Drossner is a registered investment advisor at Summit Financial, LLC, based in Delray Beach, FL, with 38 years of industry experience. Audrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
Delray Beach, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Audrey sells prepaid legal services and identity theft protection, and acts as trustee for multiple personal trusts, managing assets and paying bills. She also owns an accounting firm, Oracle Capital Strategies, LLC, dedicating about a quarter of her time to accounting and tax returns, and offers insurance through various companies, including SRM.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Symphonic Financial Advisors LLC
Symphonic Securities LLCBroker
Sc&h Financial Advisors, INC.
1st Global Capital CORP.Broker
1st Global Advisors INC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Masten INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations2 states
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.