Christopher Norwood
Christopher Norwood is a CFA-designated registered investment advisor at Norwood Economics, INC., based in Fishers, IN, with 16 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 144 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
14074 Trade Center Dr. Ste 212, Fishers, IN, 46038
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Regulatory History (1)
Customer Dispute
June 2022Other Business Activities
Christopher is an adjunct professor of economics at Butler University since 2016, dedicating about 10-20% of his time, including a few hours per week during trading hours. He is also an assistant softball coach at North Central High School since March 2024, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Norwood Economics, INC.
Previous Registrations
Biechele Royce Advisors, INC.
Biechele Royce Advisors, INC.
State Registrations3 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.