Norman Politziner
Norman Politziner is a CFP-designated registered investment advisor at Kingsview Wealth Management, LLC, based in Highland Park, NJ, with 45 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 10,049 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingsview Wealth Management's annual advisory fee for wealth and asset management services is negotiable and capped at 2.50% annually, inclusive of any asset management fees charged by Kingsview Investment Management (KIM). The standard wealth management fee schedule is:
- First $250,000 – 1.50% annually
- Next $750,000 – 1.00% annually
- Any amount over $1,000,000 – 0.75% annually
Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.
Location
47 Raritan Ave., Highland Park, NJ, 08904
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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
Norman sells life, disability, and health insurance through Hearp Brokerage, Fairway Financial Partners, LLC, and NJP Associates, and is also an agent for various insurance companies, taking about half of his time. He also serves on the board of trustees for the George Street Playhouse, dedicating a few hours per week.
Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Esi Financial Advisors
Abacus Equity Services, INC.Broker
Equity Services, INC.Broker
Cardell & Associates, IncorporatedBroker
State Registrations1 state
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.