Dennis Vitori
Dennis Vitori is a registered investment advisor at Summit Financial Advisors, INC., based in Middletown, OH, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 139 clients with $230M 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 $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiated or waived for certain clients such as charitable organizations or employees' family members.
Fee Estimator
Location
1046 Summit Drive, Middletown, OH, 45042
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1996Other Business ActivitiesSells Insurance
Dennis is a co-owner of Financial Security Solutions, LLC, an insurance agency primarily focused on long-term care insurance. He dedicates minimal time to this activity.
Employment History
Current Registrations
Summit Financial Advisors, INC.
Previous Registrations
Ipfp, INC.
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
More Advisors
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- Steven Weinstein, CFPIndependent Financial Partners
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