Norman Merems is a registered investment advisor at M2 Capital Advisors, based in Valencia, CA, with 40 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 74 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Also offers performance-based fees for qualified clients: 10% of account profits with a 0.50% minimum annual fee.
Fee Estimator
Location
27441 Tourney Road, Suite 260, Valencia, CA, 91355
Get directionsHistory
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 ActivitiesSells Insurance
Norman is licensed in California for Life, Accident and Health insurance since 1989, dedicating about 10-20% of his time to this. He is also a licensed real estate agent in California since 1977, but spends minimal time on this activity.
Employment History
Current Registrations
M2 Capital Advisors
Previous Registrations
Claraphi Advisory Network, LLC
Wbb Securities, LLCBroker
Wbb Securities, LLC
Brookstreet Securities CorporationBroker
Brookstreet Capital Management
Toluca Pacific Securities CORP.Broker
Baraban Securities, INC.Broker
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.