Norma Morales is a registered investment advisor at Virtus Family Office, based in El Paso, TX, with 5 years of industry experience. Norma operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 156 clients with $540M 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 | 1.00% |
Asset management fee may be negotiable.
Fee Estimator
Location
500 West Overland, Suite 250-Q, El Paso, TX, 79901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Virtus Family Office
State Registrations1 state
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