Norris Financial Group provides investment management and financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. Services include financial planning, investment advisory, and asset allocation. Norris Financial Group also offers retirement plan consulting services to employee benefit plans. Advice is tailored to individual client needs.
Fee Structure
Norris Financial Group manages investments through the Vision2020 Wealth Management Platform, which bundles advisory, administrative, and transaction charges into one fee based on the value of your account. The fee is charged quarterly, in advance, and is negotiable.
The fees are:
- $50,000 to $74,999: 1.50%
- $75,000 to $99,999: 1.50%
- $100,000 to $249,999: 1.45%
- $250,000 to $499,999: 1.39%
- $500,000 to $749,999: 1.35%
- $750,000 to $1,249,999: 1.30%
- $1,250,000 to $1,999,999: 1.25%
- $2,000,000 to $4,999,999: 1.15%
- $5,000,000 to $24,999,999: 1.10%
- $25,000,000 and above: 1.00%
Fees in the upper half of the fee schedule are negotiable. Some services are only available when account values exceed $100,000.