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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 609 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
609 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)

Legacy Capital charges an annual advisory fee for managing your investments. This fee is negotiable and can range from 0.50% to 1.50% of the value of your investments. The exact fee depends on factors like the size of your portfolio, the complexity of your investments, and the amount of service you need. Legacy Capital generally requires a minimum balance of $500,000 to manage your investments, but this may be waived at Legacy Capital's discretion.

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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 3 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.