Patricia Webb
Patricia Webb is a registered investment advisor at Summit Financial, LLC, based in Harleysville, PA, with 19 years of industry experience. Patricia 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
484 Harleysville Pike, Harleysville, PA, 19438
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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
Patricia is a director/unit holder at Canon Capital Management Group, LLC and offers insurance as a broker/agent through various companies, including SRM. She also has ownership in Kaboo Consulting, LLC, providing exit planning for business owners, and Canon Capital Legacy, LLC, which receives commissions from sales; these consulting and commission activities take minimal time.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Canon Capital Investment Advisory
State Registrations1 state
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.