John Marotta
John Marotta is a registered investment advisor at Summit Investment Advisory Group LLC, based in Huntingdon Valley, PA, with 4 years of industry experience. John 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, Investment Management, and 2 more. Their firm serves 116 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.65% |
| $5M+ | 0.55% |
This is a breakpoint fee schedule, the entire portfolio is charged the same asset management fee. The annual fee is negotiable. The total combined annual fee charged will not exceed 2.00%.
Fee Estimator
Location
639 Red Lion Road, Huntingdon Valley, PA, 19006
Get directionsHistory
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 ActivitiesSells Insurance
John is an insurance agent with Summit Financial Group, Inc. since 2021, selling insurance products and dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Summit Investment Advisory Group LLC
State Registrations14 states
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.