Chad Leatherwood is a CFP-designated registered investment advisor at Summit Wealth Partners, LLC, based in Fort Myers, FL, with 25 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 776 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Wealth Partners' annual wealth management and investment advice fees range from 0.75% to 2.00% of your portfolio, depending on the amount you invest and the services you receive. These fees may be negotiable. Summit also uses a third-party platform to manage held-away assets such as defined contribution plan participant accounts, with discretion. The annual fee is 0.30% billed quarterly in advance.
Location
15050 Elderberry Lane, Suite 6-1, Fort Myers, FL, 33907
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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
Chad is a managing member of Signature Financial Strategies, LLC since 2014, selling fixed insurance and annuity products, conducting business seminars, and providing consulting and coaching services. This takes about 10-20% of Chad's time.
Employment History
Current Registrations
Summit Wealth Partners, LLC
Previous Registrations
Summit Wealth Partners, LLC
Smc Advisory Network, LLC
Finley Wealth Management, LLC
Avanti Wealth Management
G. A. Repple & Company
Merrill Lynch Pierce Fenner & Smith INC.
G. A. Repple & Company
Fsc Securities Corporation
State Registrations12 states
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