Normaltown Financial offers wealth management solutions through personal contact, investment management, and financial planning. Investment management involves creating a portfolio of exchange-traded funds, mutual funds, and individual stocks based on client goals and risk tolerance. Financial planning covers areas like retirement, savings, and insurance needs. Normaltown Financial may also refer clients to other specialists.
Assets Under Management$1.1M
Clients5
Advisors1
Avg. per Client$220K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.99% |
| $250K - $500K | 0.95% |
| $500K - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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