Norberg Capital Management (NCM) offers investment management services to clients with separately managed accounts. NCM aims for consistent income and portfolio growth with less volatility than the S&P 500, using a mix of interest, dividends, and capital gains. NCM does not offer hourly consultation or financial planning services.
Assets Under Management$10M
Clients9
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees charged to clients may be higher or lower than the aforementioned fees depending on the nature of any pre-existing relationship, the complexity of the accounts, or terms and conditions of any outstanding or pre-existing verbal or written agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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