Matthew Keyes is a registered investment advisor at Summit Financial, LLC, based in Dublin, OH, with 26 years of industry experience. Matthew 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
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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
6215 Emerald Parkway #1, Dublin, OH, 43016
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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 →Employment History
Current Registrations
Summit Financial, LLC
Private Client Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
New England SecuritiesBroker
Nylife Securities INC.Broker
State Registrations14 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.