Norcross Capital Management provides investment management services to individuals. The firm manages investments on a discretionary basis, meaning the portfolio manager makes all investment decisions without consulting clients, though investment guidelines can be agreed upon in writing. Norcross does not provide financial planning or consulting services but will create an investment policy statement for each client.
Assets Under Management$310K
Clients4
Advisors1
Avg. per Client$78K
Avg. per Advisor$310K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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