Norman Mcevoy
Norman Mcevoy is a ChFC-designated registered investment advisor at Integrity Wealth Management, based in Sarasota, FL, with 8 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199 clients with $66M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. Accounts of members of the same household may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Location
6561 Palmer Park Circle, Suite C, Sarasota, FL, 34238-3056
Get directionsHistory
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
Norman provides fee-based advisory services and consultation, and also works as an insurance agent selling variable and indexed insurance and annuity products. He also studies to become a real estate agent and is involved in several non-profit organizations, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Integrity Wealth Management
Previous Registrations
Sequent Planning, LLC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Calton & Associates, INC.Broker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations1 state
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.