Norton Capital Management provides ongoing portfolio management services on a discretionary or non-discretionary basis. Norton Capital Management focuses primarily on fundamental analysis to build long-term stock and bond portfolios for individuals, trusts, estates, and pension plans. The firm also offers limited financial planning exclusively as part of establishing an appropriate investment strategy, without charging a separate fee for that planning. Clients typically hold their assets at Pershing Advisor Solutions.
Assets Under Management$140M
Clients123
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$140M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates shown are for equity investments. Fixed income investments are charged a flat rate of 0.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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