Norman Perkins is a CFP-designated registered investment advisor at Betterment, based in Washington, UT, with 5 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 1,022,488 clients with $70B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Standard digital plan fee is 0.25% annually (or $5/month for balances under $24,000 without recurring deposits). Premium plan charges 0.65% annually. Discounts apply to portions over $1M (0.10% discount) and $2M (0.15% discount).
Fee Estimator
Location
Washington, UT
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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 →Employment History
Current Registrations
Betterment
Previous Registrations
Diversify Wealth Management, LLC
Diversify Wealth Management LLC
Dfpg Investments, LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations3 states
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
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