Norman Bloom
Norman Bloom is a registered investment advisor at Spire Wealth Management, LLC, based in Pittsburgh, PA, with 63 years of industry experience. Norman is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,379 clients with $4.5B 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 | 2.25% |
Fees generally range from 0.02% to 2.25% of assets under management. Individual advisors set specific fee schedules and retain discretion to negotiate alternative fees.
Fee Estimator
Location
6507 Wilkins Ave., Suite 211, Pittsburgh, PA, 15217
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.
Exams
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