Norwood Economics offers investment management and financial planning services. Investment management is tailored to individual client needs, focusing on accumulation, preservation, and retirement stages. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. Norwood Economics also provides pension consulting services to retirement plan participants at no cost.
Assets Under Management$75M
Clients144
Advisors2
Avg. per Client$520K
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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