Norma Spencer is a registered investment advisor at Bland Garvey Wealth Advisors, LLC, based in Richardson, TX, with 9 years of industry experience. Norma operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 116 clients with $200M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees may be assessed based on the total balance of all accounts for members of the client's family (husband, wife and children) or related businesses.
Fee Estimator
Location
2600 North Central Expressway, Suite 550, Richardson, TX, 75080
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Norma works as a Manager of Retirement Services at Bland Garvey, PC, an accounting firm, since 2006. She dedicates approximately 60 hours per month to this non-investment related role.
Employment History
Current Registrations
Bland Garvey Wealth Advisors, LLC
State Registrations1 state
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