Normandy Capital Management, operating as The Normandy Group, provides investment management and financial planning services. Investment management is tailored to individual goals and risk tolerance, using a diversified asset allocation approach. Financial planning covers various aspects of a client's financial situation, with ongoing reviews available. Normandy Capital also provides services to retirement plans.
Assets Under Management$68M
Clients182
Advisors5
Avg. per Client$370K
Avg. per Advisor$14M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fee schedule for accounts held at Capital Group/American Funds is different: a flat rate of 0.125% per quarter.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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