Brittany Halpern
Brittany Halpern is a registered investment advisor at Summit Financial, LLC, based in Parsippany, NJ, with 8 years of industry experience. Brittany 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
4 Campus Drive, Parsippany, NJ, 07054
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Regulatory History (1)
Customer Dispute
August 2025Other Business Activities
Brittany works as a wealth planning investment advisor with Summit Financial, LLC DBA The Salvo Wealth Group since 2020. This activity takes nearly all of her time and involves generating new business.
Employment History
Current Registrations
Summit Financial, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Summit Equities, INC.Broker
State Registrations1 state
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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