Randall Norris
Randall Norris is a registered investment advisor at Smith, Brown & Groover INC. D/b/a Sbg Wealth Management, based in Macon, GA, with 26 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 469 clients with $280M 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 | 1.00% |
Fee Estimator
Location
4001 Vineville Avenue, Macon, GA, 31210-5039
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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
Randall owns and manages single-family rental homes, with varying time commitments each month. He also provides consulting, board governance, and tax planning services to Southeastern Management Coop, Inc., dedicating about 10-20% of his time.
Employment History
Current Registrations
Smith, Brown & Groover INC. D/b/a Sbg Wealth Management
Smith, Brown & Groover, INC.Broker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Washington Square Securities, INC.Broker
State Registrations13 states
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