Norman Chait is a CFA-designated registered investment advisor at Nardis Advisors LLC, based in Zichron Yaakov, with 14 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 147 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Location
Zichron Yaakov
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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.
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Norman is a registered Israeli Portfolio Manager at Marathon Wealth Management since January 2020, providing investment management and wealth advisory services. He spends minimal time on this activity during securities trading hours.
Employment History
Current Registrations
Nardis Advisors LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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