Shon Norris is a CFP-designated registered investment advisor at Altamont Capital Management, based in Asheville, NC, with 2 years of industry experience. Shon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 163 clients with $410M 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.90% |
| $10M+ | 0.60% |
Fees include Savant Wealth Management's fees, which range from 0.50% to 0.30% depending on the account value. Fees are negotiable and may be waived in certain circumstances.
Fee Estimator
Location
100 Coxe Avenue, Asheville, NC, 28801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Altamont Capital Management
State Registrations1 state
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