The Norden Group LLC
Assets Under Management
$1.7B
Number of Clients
1,563
Number of Advisors
23
Average Client AUM
$1.1M
AUM per Advisor
$75.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Norden Group LLC offers discretionary and non-discretionary portfolio management services tailored to client needs. They also provide financial planning services, ranging from broad-based to single-subject planning. They partner with Townsquare Capital, LLC (TAMP) for operational and administrative support. Additionally, they offer general consulting services on specific financial topics.
Fee Structure
Fees for portfolio management range from 0% to 2.50% annually, based on the market value of assets under management, service complexity, and administration level. Financial planning fees are fixed and range from $0 to $75,000, depending on the plan's complexity and scope. General consulting fees are fixed and determined on a case-by-case basis, depending on the scope and complexity of the services provided. Advisory fees are negotiable.
Areas of Practice
Location
5255 N Edgewood Drive, Suite 225, Provo, UT, 84604