Martin
Summitt
Bellwether Investment Group, LLC
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About this Advisor
Martin Summitt is a financial advisor based in Chattanooga, Tennessee with 15 years of relevant experience. Summitt is on the advisory team at Bellwether Investment Group, LLC. They have spent all of their time as a financial advisor at Bellwether Investment Group, Llc. Summitt has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Tennessee. Bellwether Investment Group, LLC is a registered investment company that has its headquarters in Hixson, TN. The firm has offices in two locations and just four financial advisors. It oversees $119 million in total assets across its 675 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 675 accounts, just 13% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely are based on which services the firm provides the client. However, fee types charged by Bellwether Investment Group, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bellwether Investment Group, LLC Brokerage Details
$118,755,211
4
675
$175,934
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Martin Summitt Work History
Martin has been registered as a financial advisor for 15 years.*
Bellwether Investment Group, LLC
*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 Martin Summitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bellwether Investment Group, LLC
Hixson, TN
Chattanooga, TN
Hixson, TN
Holly Springs, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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