Scott Kremer
Scott Kremer is a registered investment advisor at Summit Wealth Partners, LLC, based in Naples, FL, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 783 clients with $680M 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 | 2.00% |
Annual fees range between 0.75% and 2.00% depending on assets under management and services provided. Fees are negotiable in limited circumstances. Held-away assets managed via third-party platforms are charged 0.30% annually.
Fee Estimator
Location
999 Vanderbilt Beach Road, Suite 609, Naples, FL, 34108
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Regulatory History (1)
Regulatory
September 2023Employment History
Current Registrations
Summit Wealth Partners, LLC
Previous Registrations
Fifth Third Wealth Advisors LLC
Key Investment Services LLCBroker
Lancaster Pollard Investment Advisory Group
Lancaster Pollard & CO.Broker
NFP Securities, INC.Broker
Investlinc Securities, LLCBroker
Natcity Investments, INC.Broker
Mcdonald & Company Securities, INC.Broker
Royal Maccabees Securities CompanyBroker
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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