Kelley Belmonte
Kelley Belmonte is a registered investment advisor at Summit Financial, LLC, based in Arlington Heights, IL, with 6 years of industry experience. Kelley 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
1650 N. Arlington Heights, Suite 204, Arlington Heights, IL, 60004
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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
Kelley owns a rental property and occasionally rents it to friends and family since 2012. This activity is investment-related.
Employment History
Current Registrations
Summit Financial, LLC
World Equity Group, INC.Broker
Previous Registrations
Midway Wealth Partners, LLC
World Equity Group, INC.
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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