Norseman Advisory Group, Inc.
Firm details
- Headquarters
- Newport News, Virginia
- CRD number
- 143691
- Website
- www.norsemanagi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals64.78%
- HNWI35.22%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Norseman Advisory Group, Inc. is an independent, privately held advisory firm organized as a corporation that serves individual and family clients. The firm identifies itself as a capital allocator and sources third‑party managers as part of its offering. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. Compensation is flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements (and other fee structures). Norseman does not position itself as an ESG-focused investor and lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Paige Fraasch
President and CEOCRD 6872572
Contacts
1 of 1
Nicholas Wellbrock
ParaplannerCRD 7341168
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport News, VA
Newport News City
Location
Newport News, VA
Headquartered in Newport News, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- Newport News City
- Address
- 11818 Rock Landing Dr
- Time zone
- ET (UTC-5)
- Office locations
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