Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
17 advisors
Number of Clients
983 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$2.1B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500
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Contact
Luke Jared Salcone
Location
4111 Worth Ave., #510, Columbus, OH, 43219-3599
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Summit Financial Strategies INC
September 2015 - Present · 10 yrs 5 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.
Contact
Luke Jared Salcone