NS
CFP
NS
CFP

Norman Strickland

15 Years of Experience
Little Rock, AR

Norman Strickland is a CFP-designated registered investment advisor at Legacy Capital Wealth Partners, LLC, based in Little Rock, AR, with 15 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 680 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
680 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range between 0.50% and 1.50% annually depending on account size and complexity. Fees are negotiable.

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

8315 Cantrell Road, Suite 200, Little Rock, AR, 72227

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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
Legacy Capital Wealth Partners, LLC
January 2021 - Present · 5 yrs 10 mos
Previous Registrations
Trent Capital Management, INC.
April 2011 - March 2021 · 9 yrs 11 mos
AXA Advisors, LLC
November 2002 - January 2003 · 2 mos
State Registrations2 states
ARTX
Advisor

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
No exam information available for this advisor.
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