NP
NP

Norman Prouty

15 Years of Experience
Greenwich, CT

Norman Prouty is a registered investment advisor at Salt Marsh Investments, LLC, based in Greenwich, CT, with 15 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $2.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$2.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual incentive fee of 20% of net profits above an 8% preferred return.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Greenwich, CT

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Salt Marsh Investments, LLC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Salt Marsh Investments, LLC
November 2010 - December 2023 · 13 yrs 1 mo
State Registrations1 state
CT
Advisor

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.

Exams
No exam information available for this advisor.