Robert Norton
Robert Norton is a registered investment advisor at Capstone Wealth Advisors, LLC, based in Salem, OR, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 321 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capstone Wealth Advisors charges an annual fee for managing your investments, ranging from 0.10% to 1.5% of the value of your portfolio. The specific fee depends on the amount you invest and your individual needs. While Capstone Wealth Advisors doesn't have a set minimum account size, the fees are generally not negotiable. Capstone Wealth Advisors may recommend a third-party asset manager, whose fees will be a portion of your total advisory fees, ranging from 0.15% to 1.25% of the value of your portfolio.
Location
388 State Street, Suite 700, Salem, OR, 97301
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Regulatory History (1)
Regulatory
February 2019Other Business Activities
Robert has a 33.33% ownership stake in Skywalker LLC, a commercial real estate venture for his WM practice, since 2013. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Capstone Wealth Advisors, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
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.