Michael Halvorsen is a CFP-designated registered investment advisor at Summit Financial, LLC, based in Doylestown, PA, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 18,393 clients with $26B 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% |
The maximum advisory fee across programs is 1.50% per year. Fees are negotiable and exclude program fees, custodian charges, and third-party manager fees.
Fee Estimator
Location
68 E. Court Street, Doylestown, PA, 19438
Get directionsHistory
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
Michael owns MRK Wealth Advisors, LLC, which offers tax preparation services through a licensed CPA. Michael devotes minimal time to overseeing this activity, which is investment-related but specific to income tax preparation.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Asset Planning Services LTD.
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.
Exams
More Advisors
- Joseph Bates, CFPSummit Financial, LLC
- Edward Kohlhepp, ChFC
- Matthew Shaw, CFP
- Paula Nangle, CFPCreative Planning
- Scott Marshall, CFPCambridge Investment Research Advisors, INC.
- Beth Zucker, CFPWells Fargo Advisors