Norton Capital Management (NCM) manages assets for various clients, helping them determine investment objectives and setting up brokerage accounts. NCM invests client funds based on their goals and restrictions, either with or without asking for permission before each trade. NCM offers limited financial planning as part of determining the appropriate investment strategy, without charging an additional fee.
Assets Under Management$140M
Clients123
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The schedule above applies to equities. Fixed income assets are charged a flat 0.50% annually. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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