Mark Steven Coffey
Investment Adviser Representative at SUMMIT FINANCIAL STRATEGIES INC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 0.75% |
| $1,000,001 to $2,000,000 | 0.65% |
| $2,000,001 to $3,000,000 | 0.55% |
| $3,000,001 to $4,000,000 | 0.45% |
| $4,000,001 to $5,000,000 | 0.35% |
| $5,000,001 to $10,000,000 | 0.25% |
| $10,000,001+ | 0.15% |
Summit Financial Strategies Inc Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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