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 Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,191 clients with $26B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Trail charges an annual fee based on a percentage of the assets they manage. This fee can range up to 1.50% annually, depending on the complexity of the services, the amount of assets managed, and the overall relationship. The fee is calculated quarterly in advance, and reconciliations are performed to capture any differences in market value. The management fee is negotiable depending on individual client circumstances.
Location
2 Wisconsin Circle, Suite 700, Chevy Chase, MD, 20815
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Regulatory History (1)
Employment Separation After Allegations
March 2015Employment History
Current Registrations
Summit Trail Advisors, LLC
State Registrations2 states
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