Ronald Harrison is a registered investment advisor at Summit Financial Group, LLC, based in Rome, GA, with 26 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 80 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1M+ | 0.75% |
Minimum portfolio value and annual fees may apply. Fees may be negotiable.
Fee Estimator
Location
901 North Broad Street, Suite 450, Rome, GA, 30161
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ronald is a partner at Haynes Moore, LLC, a CPA firm, where he prepares tax returns and audited financial statements, dedicating full-time hours. He also provides investment services for Summit Financial Group, LLC, spending about 10-20% of his time reviewing investment profiles, making recommendations, and handling retirement planning.
Employment History
Current Registrations
Summit Financial Group, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Resource Horizons Group, L.L.C.
Resource Horizons Group LLCBroker
Ogilvie Security Advisors CorporationBroker
State Registrations1 state
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