Megan Eberhart is a CFA-designated registered investment advisor at Summit Wealth Management LLC, based in Akron, OH, with 4 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 198 clients with $120M 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 | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
2150 N Cleveland-Massillon Road, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Summit Wealth Management LLC
State Registrations2 states
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