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Alfred Norton

25 Years of Experience
Keedysville, MD
Sells Insurance

Alfred Norton is a registered investment advisor at Newedge Advisors, based in Keedysville, MD, with 25 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
602 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

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

Keedysville, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Alfred is a managing partner at Norton Consulting III, focusing on Medicare sales and consulting, dedicating a few hours per week. He is also an Investment Advisor Representative with NewEdge Advisors, LLC, dedicating 100% of his time during trading hours.

Employment History
Current Registrations
Newedge Advisors
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
MML Investors Services, LLC
May 2012 - December 2023 · 11 yrs 7 mos
MML Investors Services, LLCBroker
April 2007 - December 2023 · 16 yrs 8 mos
Nylife Securities LLCBroker
August 2000 - February 2007 · 6 yrs 6 mos
State Registrations2 states
MDNJ
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.