PF
PF

Paige Fraasch

8 Years of Experience
Newport News, VA
Sells Insurance

Paige Fraasch is a registered investment advisor at Norseman Advisory Group, INC., based in Newport News, VA, with 8 years of industry experience. Paige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 102 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
102 clients
Average Client Portfolio
$408K average
Assets Under Management
$41.6M

Fee Structure

Norseman Advisory Group offers investment management through two different programs:

  • Dunham & Associates Investment Counsel (DAIC) Program: Norseman charges 1.00% annually, plus DAIC charges an additional 0.25% annually. For cash or money market accounts, the annual fee is 0.15%.
  • Gradient Investments (GI) Program: Fees vary depending on the portfolio type (Strategic, Tactical, Allocation & Defined Outcome, Preservation, or Private Wealth). The total annual fee ranges from 1.00% to 1.60%, split between GI and Norseman. For Client Directed Accounts, there is a flat annual fee of $300 charged by GI.
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Location

11818 Rock Landing Drive, Suite 103, Newport News, VA, 23606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Paige works as an insurance agent providing insurance services and selling insurance products through Norseman Financial, Inc. This activity takes about half of Paige's time.

Employment History
Current Registrations
Norseman Advisory Group, INC.
November 2017 - Present · 8 yrs 6 mos
State Registrations4 states
FLLATXVA
Advisor

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.

Exams
No exam information available for this advisor.
Paige Fraasch - Financial Advisor | TrueAdvisor