Kevin Norwood
Kevin Norwood is a CFP-designated registered investment advisor at New England Schooner, INC., based in North Reading, MA, with 18 years of industry experience. Kevin 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, High Net Worth, and 4 more. Their firm serves 336 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
New England Schooner charges a percentage of your portfolio each year, paid quarterly. The exact fee can be negotiated. If you end your relationship, you'll receive a refund for any unused portion of the quarterly fee. This fee does not include brokerage commissions or other transaction fees.
Location
North Reading, MA
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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 ActivitiesSells Insurance
Kevin is an insurance agent, spending a few hours per week providing clients with term, UL, and VUL insurance. He is also an Investment Advisor Representative at New England Schooner, dedicating about a quarter of his time to comprehensive financial planning and client portfolio management.
Employment History
Current Registrations
New England Schooner, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations38 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.