Norris Mcclane
Norris Mcclane is a registered investment advisor at Luther King Capital Management Corporation, based in Fort Worth, TX, with 11 years of industry experience. Norris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,608 clients with $30B 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 | 0.75% |
| $5.0M - $75.0M | 0.50% |
| $75M+ | 0.35% |
This fee schedule is for non-institutional equity, fixed income, balanced and international portfolios. Institutional portfolios have different fee schedules. Fees may be adjusted, waived or otherwise negotiated.
Fee Estimator
Location
301 Commerce Street, Suite 1600, Fort Worth, TX, 76102
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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 Activities
Norris is a member of McClane Partners LLC, president of Norris Robert McClane International LLC, a director at Vantage Bank, and has ownership in Lift the Spirits LLC. These activities require minimal time commitment, except for his role at Vantage Bank, which takes a few hours per week.
Employment History
Current Registrations
Luther King Capital Management Corporation
Previous Registrations
Avalon Investment & Advisory
Avalon Wealth Management LLCBroker
State Registrations1 state
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