Summer Dorn is a registered investment advisor at Fairway Financial, LLC, based in Casselberry, FL, with 10 years of industry experience. Summer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 121 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fairway Financial charges an annual wealth management and investment advice fee that varies between 0.75% and 2.00% of your portfolio, depending on the amount you invest and the specific services you receive. These fees are negotiable, and some clients may pay lower fees. The fee includes investment advisory services and, if requested, financial planning and consulting. The fee is billed quarterly in advance. There is a minimum account size of $500,000, but this may be waived or reduced.
Location
950 S Winter Park Drive, Suite 352, Casselberry, FL, 32707
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Summer is an employee of Fairway Financial, LLC, a registered investment advisor, since 2017. She manages the firm's day-to-day operations, dedicating full-time hours to this role.
Employment History
Current Registrations
Fairway Financial, LLC
Previous Registrations
Calton & Associates, INC.Broker
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.