Steve Vujevich
Steve Vujevich is a registered investment advisor at Summit Financial, LLC, based in Columbus, OH, with 27 years of industry experience. Steve 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
577 W Nationwide Blvd, Suite 302, Columbus, OH, 43215
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2020Other Business ActivitiesSells Insurance
Steve is the sole owner of multiple rental/investment properties and a member of Power Plant LLC, which houses his Advocus business. He also refers clients to Fieldpoint Private Bank & Trust for a referral fee and offers insurance through various companies, including SRM, dedicating minimal time to these activities.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Keebeck Wealth Management LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Signator Investors, INC.Broker
1717 Capital Management 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.