Evgeniy Yashin is a CFA-designated registered investment advisor at Summit Financial, LLC, based in Sterling, VA, with 16 years of industry experience. Evgeniy 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
46191 Westlake Drive, Suite 212, Sterling, VA, 20165
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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.
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Evgeniy is a board member and passive investor in GreenSmith, LLC, a hemp growing farm, since July 2022. He spends a few hours per week attending board meetings and receives compensation in the form of distributions.
Employment History
Current Registrations
Summit Financial, LLC
Signet Financial Management, LLC
Previous Registrations
Signet Management USA, LLC
The Burney Company
The Burney Company
State Registrations2 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.