Alec Abbott is a registered investment advisor at The Norden Group LLC, based in Provo, UT, with 40 years of industry experience. Alec operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,531 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TNG offers portfolio management services with fees ranging from 0% to 2.50% annually, depending on the amount you invest, the complexity of services, and the level of administration. Fees are billed quarterly in advance, based on the balance at the end of the billing period. The fee is negotiable and may be lower if TNG combines account values of family members living in the same household. TNG may use sub-advisers to manage a portion of your account.
Location
5255 N Edgewood Drive, Suite 225, Provo, UT, 84604
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Regulatory History (1)
Customer Dispute
April 2018Other Business ActivitiesSells Insurance
Alec is an insurance broker since 1989, selling life, long-term care, and disability insurance, dedicating a few hours per week. Alec also serves on the board of advisors for Medalist Diversified REIT, Inc., spending minimal time advising on real estate matters.
Employment History
Current Registrations
The Norden Group LLC
Previous Registrations
Baker Tilly Capital, LLCBroker
Baker Tilly Wealth Management, LLC
Dfpg Investments, LLCBroker
Allegis Investment Services, LLCBroker
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Constellation Advisors
Hagerty, Stewart & Associates, INC.Broker
The Seidler Companies IncorporatedBroker
Squar Milner Financial Services, LLC
Hagerty, Stewart & Associates, INC.Broker
New England SecuritiesBroker
Cigna Securities, INC.Broker
Rance King Securities CORP.Broker
Katersky Securities, INC.Broker
State Registrations2 states
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.