Dana R. Norman (DRN) manages investment portfolios based on clients' individual needs, goals, and risk tolerance. DRN gathers information through questionnaires and discussions to create a personal investment policy. DRN manages accounts on a discretionary basis, implementing transactions without prior client consent. DRN also provides retirement planning services and portfolio management for 401k and other employer-sponsored retirement plans.
Assets Under Management$110M
Clients163
Advisors2
Avg. per Client$650K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.75% to 1% and are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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