Eric Summerhill is a CFA-designated registered investment advisor at Summerhill & CO., LLC, based in Alexander, AR, with 7 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $4M 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 $1.0M | 0.50% |
| $1M+ | 0.35% |
Summerhill & Co. may choose to waive minimums and/or negotiate more favorable terms.
Fee Estimator
Location
Alexander, AR
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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 Activities
Eric engages in non-investment-related business activities as a CPA under the name Summerhill & Co., providing accounting, tax, consulting, and advisory services. This takes about half of Eric's time.
Employment History
Current Registrations
Summerhill & CO., LLC
Previous Registrations
Summerhill & CO., LLC
Summerhill & CO., LLC
State Registrations1 state
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