Pei-Chin Andrew is a CFP, ChFC-designated registered investment advisor at Summit Financial, LLC, based in Dublin, OH, with 17 years of industry experience. Pei-Chin is also registered as a broker, so some compensation may come from commissions on products sold. 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
6215 Emerald Parkway, Unit #1, Dublin, OH, 43016
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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
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
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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