How does the advisor help clients – Key Takeaways:
Norton Capital Management, Inc. is a highly experienced financial firm that offers a wide range of services to help clients achieve their financial goals. With a team of expert advisors and a client-centric approach, they are able to provide valuable guidance and support to individuals and businesses alike.
Facts and Insights
Founded in 1985, Norton Capital Management, Inc. has over 35 years of experience in the financial industry. This has allowed them to develop a deep understanding of the ever-changing market trends and develop effective strategies to help clients navigate the ups and downs of the market.
The team at Norton Capital Management, Inc. is comprised of highly qualified and experienced professionals, including certified financial planners, investment advisors, and wealth managers. With their combined expertise, they are able to offer comprehensive financial solutions to meet the diverse needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million (as of 2021) |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 35 years |
Financial Services Offered
At Norton Capital Management, Inc., clients can expect a comprehensive range of financial services to meet their specific needs and goals. This includes investment management, retirement planning, estate planning, tax planning, and risk management.
The firm follows a disciplined and personalized approach to guide clients in creating a customized financial plan that aligns with their unique objectives and risk tolerance. They continuously monitor and adjust the plan as needed to ensure clients stay on track towards their financial goals.
Client Types
Norton Capital Management, Inc. serves a diverse range of clients, including individuals, families, business owners, and institutions. They have the experience and expertise to cater to the unique needs of each client, whether they are building wealth, preserving it, or planning for retirement.
Fees & Compensation
Norton Capital Management, Inc. operates on a fee-only basis, which means they do not receive any commissions or third-party compensation for the products or services they recommend. This ensures that their advice is always unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of the assets under management and may vary depending on the services required.
Background
Norton Capital Management, Inc. was founded by John Norton, a financial expert with over 35 years of experience in the industry. John holds a degree in economics and finance and has a deep passion for helping clients achieve their financial objectives. He leads a team of dedicated professionals who are committed to delivering quality financial advice and services to clients.
Financial Advisor Disclosures to Know
Norton Capital Management, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, they have a legal obligation to always act in the best interest of their clients. They have a clean record and have not faced any disciplinary actions or sanctions in the past.
In conclusion, Norton Capital Management, Inc. is a highly reputable and experienced financial firm dedicated to helping clients achieve their financial goals. With their personalized approach, comprehensive services, and expert team, they are a reliable choice for anyone seeking professional financial guidance.