Norma Duckett is a registered investment advisor at Dorsey Groomes Wealth Management, based in Dublin, OH, with 20 years of industry experience. Norma operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
220 W Bridge St, Suite 117, Dublin, OH, 43017
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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.
Learn about disclosures →Other Business Activities
Norma is the Owner and President of Dorsey Groomes Creative, LLC, a marketing services company. She dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
Dorsey Groomes Wealth Management
Previous Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Nationwide Securities, LLC
1717 Capital Management Company
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
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.