Norman Bloom
Norman Bloom is a registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 62 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2003Other Business Activities
Norman is an investment advisor representative (IAR) of Spire Wealth Management, an affiliated firm. He also operates under the DBA Norman Bloom, LLC.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
Paine, Webber, Jackson & Curtis IncorporatedBroker
Dupont Walston, IncorporatedBroker
Dupont Glore Forgan & COBroker
State Registrations16 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.