Pei-Chin Andrew is a CFP, ChFC-designated registered investment advisor at Summit Financial, LLC, based in Dublin, OH, with 16 years of industry experience. Pei-Chin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,865 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Financial offers various investment management programs. Financial advisors set their own advisory fees, but the maximum advisory fee for all programs is 1.50%. Clients in certain programs may also pay a program fee. Clients invested in the Tax-Deferred Strategies Portfolios are charged a monthly platform fee of $20/month by Nationwide, plus a "Low Cost Fund Platform Fee" up to 0.35% annually. Fees are negotiable.
Location
6215 Emerald Parkway, Unit #1, Dublin, OH, 43016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Pei-Chin is an Investment Advisory Representative at Heritage Wealth Partners, a registered investment advisory firm, dedicating full-time hours to this role. She also serves as the Investment Committee Chair for the North American Taiwanese Women's Association (NATWA), spending a few hours per week in this role.
Employment History
Current Registrations
Summit Financial, LLC
Private Client Services, LLCBroker
Previous Registrations
Heritage Wealth Partners, LLC
Morgan Stanley
Morgan StanleyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations11 states
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