Nicholas Werkmeister is a CFP-designated registered investment advisor at Summit Financial, LLC, based in Kirkwood, MO, with 5 years of industry experience. Nicholas 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
10900 Manchester Rd, Suite 100, Kirkwood, MO, 63122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas is associated with Genex Consulting, doing business as TAP Consulting, an RIA. This activity takes nearly full-time, with a small portion during trading hours.
Employment History
Current Registrations
Summit Financial, LLC
Private Client Services, LLCBroker
Previous Registrations
Genex Consulting
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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