Alan Gammel
Summit Capital Advisors

2200 N, 30th Street Suite 202
Tacoma, WA 98403

Planning for Peace of Mind

Summit Capital Advisors | Financial Advisor in Tacoma ,WA

About Summit Capital Advisors

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 client's financial situation. By doing so, we can take advantage of the critical interdependencies among investments, income and estate taxes, and income for retirement. We recognize that our clients' unique financial needs and goals change over time, so we offer a wide 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 invest their money according to their values in a socially responsible way.


General Information

Firm Start Year:   1996
No.of Employees:   5-9
Name of Custodial Firm:   Fidelity
States Licensed in:   Washington
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


Services

Investment Types:   Variable Insurance Products , Mutual Funds , Annuities , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home


Qualifications & Memberships

Insurance and Annuity Licenses:   Life , Long Term Care , Health
Financial Organization Memberships:   Financial Planning Association (FPA) , Paladin Registry


Firm Information

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
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Based on Assets , Hourly
Fee % Based on Assets:   up to 1.6%
Additional Details on Charges:   Decreasing percentage, based on total assets under management.



Faqs

  • What are your qualifications? What is your education background? CERTIFIED FINANCIAL PLANNER Registered Investment Advisor Representative M.B.A. Finance
  • Will you be the only person working with me? I am your primary contact. Other members of our team may be called on from time to time for specific issues.
  • How are you compensated? How will I pay for your services? Summit Capital Advisors is a fee-ONLY Registered Investment Advisory firm. We can make hourly fee arrangements or for a fee based on assets we manage for you.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? We manage accounts on a discretionary basis. We do not ask your permission to make each trade.
  • Have you ever been charged with any breaches? No.
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Alan Gammel

Alan Gammel

CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

MA FL
CA WA

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 1:30 PM