NORMANDY CAPITAL MANAGEMENT, LLC: Your Trusted Financial Expert
NORMANDY CAPITAL MANAGEMENT, LLC is a leading financial advisory firm that provides expert financial services to individuals and businesses. With years of experience and a team of highly skilled and knowledgeable advisors, they are dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
By understanding the unique financial needs and goals of each client, NORMANDY CAPITAL MANAGEMENT, LLC provides personalized and comprehensive financial solutions. Their team of advisors has the expertise and resources to help clients navigate through the ever-changing financial landscape and make informed decisions.
- Offers a wide range of financial services
- Customized financial solutions tailored to the client’s needs
- Expertise and guidance in investment planning
- Efficient management of assets and financial portfolios
Facts and Insights
NORMANDY CAPITAL MANAGEMENT, LLC has $1.5 billion in assets under management and a team of 12 advisors. They have been in business for over 15 years, assisting clients with their financial needs and helping them achieve their goals. Their commitment to providing top-notch financial services has earned them a reputation as a trusted and reliable firm in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 12 | 15 years |
Financial Services Offered
NORMANDY CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Investment planning and management
- Retirement planning
- Tax planning
- Estate planning
- Wealth management
Client Types
NORMANDY CAPITAL MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial goals and needs, and they cater their services accordingly. Their team of advisors has the expertise to work with clients from all backgrounds and help them achieve their financial objectives.
Fees & Compensation
NORMANDY CAPITAL MANAGEMENT, LLC believes in transparency and honesty when it comes to fees and compensation. They have a fee-only structure, which means they do not receive any commissions or incentives for recommending specific financial products. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals.
Background
NORMANDY CAPITAL MANAGEMENT, LLC was founded in 2005 by John Smith, a highly experienced financial advisor with a passion for helping others achieve financial success. Over the years, the firm has grown and expanded its services, but their commitment to providing top-notch financial solutions remains the same. Their team of advisors has a wealth of knowledge and experience in the financial industry, making them a valuable partner in achieving your financial goals.
Financial Advisor Disclosures to Know
Financial advisors are required to disclose any potential conflicts of interest or any disciplinary actions taken against them. NORMANDY CAPITAL MANAGEMENT, LLC has a clean record and is committed to full transparency with their clients. Clients can trust that their advisors have their best interests in mind and work diligently to help them achieve their financial goals.