Robert Drury
Robert Drury is a registered investment advisor at Summit Financial, LLC, based in Kirkwood, MO, with 6 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 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
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
10900 Manchester Rd., Suite 100, Kirkwood, MO, 63122
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Regulatory History (1)
Criminal
December 2015Other Business ActivitiesSells Insurance
Robert offers insurance as a broker or agent through numerous insurance companies, including SRM, an affiliated company of Summit. He earns both cash and non-cash compensation based on sales of these products.
Employment History
Current Registrations
Summit Financial, LLC
Private Client Services, LLCBroker
Previous Registrations
Genex Consulting
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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