David Romhilt
David Romhilt is a CFA-designated registered investment advisor at Summit Trail Advisors, LLC, based in Chevy Chase, MD, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 742 clients with $20B 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% |
Investment advisory fees range up to 1.50% annually based on asset level, complexity, and overall relationship. Fees are negotiable.
Fee Estimator
Location
2 Wisconsin Circle, Suite 700, Chevy Chase, MD, 20815
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2015Employment History
Current Registrations
Summit Trail Advisors, LLC
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
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