Joshua Norris is a registered investment advisor at Cfci, based in Bloomington, IN, with 6 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,083 clients with $600M 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 | 1.65% |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.45% |
| $1.0M - $2.5M | 1.35% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fee schedule shown is for Equity Blended Model. Mutual Fund Model: $0 to $250,000: 1.40%, $250,001 to $500,000: 1.30%, $500,001 to $1,000,000: 1.20%, $1,000,0001 to $2,500,000: 1.10%, $2,500,001 to $5,000,000: 1.00%, Over $5,000,000: Negotiable. Fixed Income Model: $0 to $250,000: 1.35%, $250,001 to $500,000: 1.30%, $500,001 to $1,000,000: 1.20%, $1,000,0001 to $2,500,000: 1.15%, $2,500,001 to $5,000,000: 1.05%, Over $5,000,000: Negotiable. ABP/CoreEQ Model: $0 to $250,000: 1.30%, $250,001 to $500,000: 1.25%, $500,001 to $1,000,000: 1.20%, $1,000,0001 to $2,500,000: 1.15%, $2,500,001 to $5,000,000: 1.10%, Over $5,000,000: Negotiable. CFCI also charges 0.25% for management of cash and accommodation accounts. Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
674 S. College Avenue, Bloomington, IN, 47403
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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
Joshua works as an independent insurance agent since 2018. This activity, which is not investment-related, takes about full-time hours.
Employment History
Current Registrations
Cfci
State Registrations1 state
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