David Koenig is a registered investment advisor at Summit Advisors, LLC, based in Canonsburg, PA, with 31 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 103 clients with $74M 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% |
Maximum annual fee is 1.50% and is negotiable. Fees can be billed monthly or quarterly.
Fee Estimator
Location
160 Technology Drive, Suite 101, Canonsburg, PA, 15317
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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 Activities
David works as an investment advisor for Summit Advisors, spending minimal time on this activity. This is an investment-related activity.
Employment History
Current Registrations
Summit Advisors, LLC
Beaconsfield Financial Services, INC.Broker
State Registrations10 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.
Exams
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