Paul Norman is a CFP-designated registered investment advisor at Ascend Investment Partners, based in Logan, UT, with 38 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 961 clients with $660M 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 | 2.50% |
Program fees are paid to the custodian and a portion is paid to Ascend Investment Partners, not to exceed 2.50% of assets.
Fee Estimator
Location
214 South Main Street, Logan, UT, 84321
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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.
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Paul is a 50% member of Norman Properties LLC, an entity holding real estate, since 1998, dedicating minimal time. He is also a passive investor in Dakota Pacific Partners since 2020 and a 41% owner and President of Western States Rebar Fabrication Inc. since 2002, spending a few hours per week and potentially offering consulting services to advisory clients.
Employment History
Current Registrations
Ascend Investment Partners
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
First Security Van Kasper, INC.Broker
First Security Investor Services, INC.Broker
First American National 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.
Exams
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