Michael Sluhan
Michael Sluhan is a CFP-designated registered investment advisor at Summit Financial, LLC, based in Kirkwood, MO, with 27 years of industry experience. Michael 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
10900 Manchester Rd, Suite 100, Kirkwood, MO, 63122
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2015Other Business ActivitiesSells Insurance
Michael is a member of BCM Holdings LLC, a real estate holding company, dedicating a few hours per week. He also offers insurance as a broker or agent through numerous insurance companies, including SRM, earning cash and non-cash compensation.
Employment History
Current Registrations
Summit Financial, LLC
Private Client Services, LLCBroker
Previous Registrations
Genex Consulting
Genex Consulting
LPL Financial LLCBroker
LPL Financial LLC
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations4 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.