Norma Financial offers personalized financial planning and investment management to individuals, especially technology industry professionals and business owners. Services include assessing finances, budgeting, setting goals, investment management, equity compensation advice, employee benefits optimization, education funding, retirement planning, and charitable giving. Norma Financial acts as a fiduciary, prioritizing clients' best interests and disclosing any conflicts of interest.
Assets Under Management$9.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$9.6M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. Family accounts may be combined to reach breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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