Norman Santori
Norman Santori is a CFP, ChFC-designated registered investment advisor at Santori & Peters, based in Canonsburg, PA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 203 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
380 Southpointe Blvd., Suite 130, Canonsburg, PA, 15317
Get directionsHistory
Regulatory History (1)
Regulatory
August 2024Other Business ActivitiesSells Insurance
Norman is the Owner/President of Risk Managers, Inc., a licensed insurance agency, since 1997. He is also a licensed insurance agent, dedicating about 10-20% of his time to these activities.
Employment History
Current Registrations
Santori & Peters
Previous Registrations
Locust Street Securities, INC.Broker
Allegheny Investments, LTD.Broker
Pittsburgh Financial Planners, INC.Broker
Coordinated Capital, LTD.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 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.