Norton-Barkley Asset Management actively manages client money based on agreed-upon investment objectives. They help clients set realistic goals, considering their financial situation, and provide tailored advice based on research and industry best practices. They use financial planning principles and software to assess client needs and risk tolerance, factoring in assets, contributions, and retirement income. Investment strategies are built upon short-term money for known needs and long-term money for capital appreciation.
Assets Under Management$14M
Clients9
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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