Todd Weiss
Todd Weiss is a registered investment advisor at Summit Financial, LLC, based in New York, NY, with 15 years of industry experience. Todd 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
New York, NY
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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
Todd is a financial advisor at Summit Financial, LLC, dedicating about half his time to client service and acquisition. He also offers insurance as a broker/agent and refers clients to Fieldpoint Private Bank & Trust, spending minimal time on these activities. Additionally, Todd is a managing member of Slotz, LLC, a pass-through entity, requiring minimal time commitment.
Employment History
Current Registrations
Summit Financial, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Summit Equities INC
Summit Financial Resources INC
Summit Equities, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.