Norman Pappas
Norman Pappas is a ChFC-designated registered investment advisor at The Enterprise Investment Company, based in Farmington Hills, MI, with 54 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 413 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
30301 Northwestern Highway, Suite 200, Farmington Hills, MI, 48334
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Norman is involved in numerous business activities, including serving as a board member for the Jewish Federation of Metropolitan Detroit, an Investment Adviser Rep & CCO for Enterprise Investment Company, a salaried employee/owner of Napco, Inc. (full-time), and managing/partnering in various real estate and investment holding companies, foundations, and partnerships, all requiring minimal time.
Employment History
Current Registrations
The Enterprise Investment Company
The Enterprise Securities CompanyBroker
Previous Registrations
Mutual Service CorporationBroker
Ogilvie & Taylor Securities CorporationBroker
Noreq Securities CorporationBroker
Cigna Securities, INC.Broker
State Registrations24 states
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