Eric D Summerhill
Advisor at Summerhill & Co., LLC — Alexander, AR
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
8 years
Location
Alexander, AR
Eric Summerhill is a CFA® charterholder and principal of Summerhill & Co., LLC, with eight years of experience in investment advisory services. He previously worked for The Stephens Group, LLC for eleven years. In addition to investment advisory, Summerhill provides accounting, tax, consulting, and advisory services as a licensed CPA. Summerhill & Co. offers discretionary and non-discretionary investment advisory services to individual clients and their retirement accounts, utilizing proprietary model portfolios primarily comprised of exchange-traded funds, supplemented as appropriate with mutual funds, stocks, bonds, or MLPs. The firm integrates ongoing CPA-style accounting and tax services alongside investment management, a combination that is rare among independent advisors.
$0 - $1,000,000: 0.50% annually (0.125% quarterly) $1,000,001+: 0.35% annually (0.0875% quarterly)
Account minimum: $65,000 Minimum fee: Minimum client account value of $65,000 or minimum service charge of up to $1,000 per account; minimums may be waived or negotiated Fee-only: Fees charged as percentage of assets under advisement, billed quarterly in arrears
Alexander, AR
Alexander AR
Advisors at this office
1
Arkansas
8 years of industry experience
Summerhill & Co. RIA, LLC
2018 - Present • 8 years
Little Rock, AR
The Stephens Group, LLC
2006 - 2017 • 11 years
Little Rock, AR
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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