NA
CFP
NA
CFP

Norman Avinger

18 Years of Experience
Greenville, SC

Norman Avinger is a CFP-designated registered investment advisor at Greenville Capital, based in Greenville, SC, with 18 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, Investment Management, Retirement Planning. Their firm serves 61 clients with $40M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
61 clients
Average Client Portfolio
$659K average
Assets Under Management
$40.2M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3M+0.50%

Fees may be negotiated in certain situations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

330 East Coffee Street, Greenville, SC, 29601

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Greenville Capital
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Advisory Services Network
November 2018 - December 2020 · 2 yrs 1 mo
Planfirst INC
February 2008 - November 2018 · 10 yrs 9 mos
State Registrations2 states
SCTX
Advisor

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Exams
No exam information available for this advisor.