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Tacoma Financial Advisors
Summit Capital Advisors
2200 N, 30th Street Suite 202
Tacoma, WA 98403
(253) 203-6493
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“"Planning For Piece Of Mind"”
Advisor Profile
Name: Alan Gammel
Phone Number: (253) 203-6493
Website: Visit Website
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Business Description

We recognize that along with financial success comes increased responsibilities and complexity. At Summit, we provide a holistic approach to managing all aspects of our clients' financial situations. By doing so, we can take advantage of the critical interdependencies among investments, income and estate taxes, providing income for retirement, daily expense management, as well as business counseling and philanthropic decision-making, if appropriate. We recognize that our clients' unique financial needs and goals change over time, so we offer a spectrum of services. We can demonstrate the short-term as well as long-term benefits of smarter tax strategies and improved investment decisions. We will also show our clients how to securely transfer money to loved ones, establish a trust or foundation, or simply help them to manage their finances on a daily basis.
 

General Information

Gender:    Male
CRD#:    1312107
Firm CRD#:    11637
Name of Custodial Firm:    Fidelity
States Licensed in:    Washington
States Willing to do Business in:    MA, FL, CA,
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    4
Work Experience:    Banking - 11 years
Investments - 14 years
I work with the following types of clients:    Individual Investors, Businesses
 

Education

Academic Background
 
BA Sociology
MBA Finance
CERTIFIED FINANCIAL PLANNER
 

Services

Investment Types:    Variable Insurance Products, Annuities, Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Certified Financial Planner (CFP®), Certified Financial Planner
Securities Licenses:    Life & Health, Series 66
Insurance and Annuity Licenses:    Long Term Care, Health, Life
Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA)
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
Firm's Number of Clients:    73
Firm's Number of Planning Clients:    73
Firm's Number of Managed Clients:    73
Assets Managed by Firm:    $36 million
Advisor's Number of Clients:    17
Advisor's Number of Managed Clients:    17
Advisor's Number of Planning Clients:    17
 

Compliance

Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
 

Compensation & Fees

I am a fee-only financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    100,000
Compensation Methods:    Hourly, Based on Assets
Fee % Based on Assets:    up to 1.6%
Additional Details on Charges:    Decreasing percentage, based on total assets under management.
 
 
 
Prepared By: Alan Gammel
Most Recent Update: 06/18/2008