James Norman is a registered investment advisor at Rigby Watts Investment Advisors, based in American Fork, UT, with 2 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The fee is negotiable, and the final fee schedule will be in the client's advisory agreement.
Fee Estimator
Location
American Fork, 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.
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James is a co-owner and co-manager of Legacy Auto Sales LLC since 2017. He dedicates about a quarter of his time to this non-investment related activity, including an hour per day during trading hours.
Employment History
Current Registrations
Rigby Watts Investment Advisors
State Registrations1 state
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