Charles Fellows is a CFP-designated registered investment advisor at Summit Financial, LLC, based in Cincinnati, OH, with 12 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 18,393 clients with $26B 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% |
The maximum advisory fee across programs is 1.50% per year. Fees are negotiable and exclude program fees, custodian charges, and third-party manager fees.
Fee Estimator
Location
7755 Montgomery Road, Suite 350, Cincinnati, OH, 45326
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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
Charles serves as a trustee for the Permanent Property Fund of Church of the Redeemer. He spends minimal time attending investment reviews.
Employment History
Current Registrations
Summit Financial, LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Windsor Capital Advisors, LLC
Sequoia Wealth Counsel
UBS Financial Services INC.
UBS Financial Services 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.
Exams
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