Normandy Investment Advisors offers personalized wealth management and customized portfolio management. They work with clients to identify their goals, risk tolerance, and financial situation to create a customized financial strategy. This may include retirement planning, social security strategizing, risk management, wealth transfer planning, tax planning, and education funding. Portfolio management is primarily offered on a discretionary basis.
Assets Under Management$140M
Clients249
Advisors5
Avg. per Client$570K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are negotiable. Normandy may waive or reduce fees for employees, former employees, family members, and affiliates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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