The Norden Group LLC

Fee-Only (% of Portfolio)Fixed/Hourly

The Norden Group (TNG) is a registered investment advisor offering both discretionary and non-discretionary portfolio management services tailored to individual client needs. TNG also provides financial planning services, ranging from broad-based to single-subject planning, based on client financial circumstances and objectives. TNG partners with Townsquare Capital for operational and administrative support, which does not increase client fees.

Assets Under Management$2B
Clients1,531
Advisors22
Avg. per Client$1.3M
Avg. per Advisor$89M

Fee Structure

TNG offers portfolio management services with fees ranging from 0% to 2.50% annually, depending on the amount you invest, the complexity of services, and the level of administration. Fees are billed quarterly in advance, based on the balance at the end of the billing period. The fee is negotiable and may be lower if TNG combines account values of family members living in the same household. TNG may use sub-advisers to manage a portion of your account.

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Location

22 Advisors at this firm

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