Summit Wealth Strategies Group, LLC
Summit Wealth Strategies Group, LLC (CRD# 149913) is a financial advisory firm headquartered in , . They manage $32,539,130 in 110 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts110ACCOUNTS
Average Account Value$295,810
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Michael Demeyere (CRD# 3220368) is an Investment Advisor Representative working at Summit Wealth Strategies Group, LLC in Brighton, MI and has over 18 years of experience in the finance industry. Michael Demeyere has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.