Thomas Norris is a registered investment advisor at Nfi Advisors, INC, based in Novi, MI, with 25 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on individual client circumstances. For accounts participating in the Hedge Strategies Program, the fee is 2% of assets managed. The Hedge Strategies is only available to accredited investors.
Fee Estimator
Location
39475 W. 13 Mile Road, Suite 102, Novi, MI, 48377
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas is the owner and president of Norris Financial, an accounting and tax consulting firm. This activity is not investment-related.
Employment History
Current Registrations
Nfi Advisors, INC
Previous Registrations
Linsco/private Ledger CORP.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.