Bradley
Towle
Summit Wealth Partners, LLC
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About this Advisor
Bradley Towle is a financial advisor working out of Naples, Florida with 7 years of relevant experience. Towle is an employee of Summit Wealth Partners, LLC. Their career trajectory has included roles at Summit Wealth Partners, Inc and Summit Wealth Partners, LLC. Towle holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Florida. Summit Wealth Partners, LLC is a financial advisory business that has its headquarters in Orlando, FL. It has offices in five locations and a total of 20 people on staff. It manages $566 million in assets among its 2,090 customer accounts, placing it among the bigger firms in the United States by assets under management. Of its 2,090 client accounts, just 14% are held by high-net-worth clients who have more than $1 million in assets available to invest. Summit Wealth Partners, LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fee schedules largely depend on which services are provided. Fee types billed by Summit Wealth Partners, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Wealth Partners, LLC Brokerage Details
$565,716,969
20
2,090
$270,678
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Bradley Towle Work History
Bradley has been registered as a financial advisor for 7 years.*
Summit Wealth Partners, LLC
Summit Wealth Partners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bradley Towle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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