Normandy Investment Advisors
Leawood, Kansas
Normandy Investment Advisors, based out of Leawood, KS, is a reputable local investment advisory firm boasting a team of five dedicated professionals. With an average of $600,000 in assets under management per investment advisor, they provide comprehensive investment advisory services to a diverse range of clients. Normandy Investment Advisors manages over $104,208,000 in assets, serving more than 230 individual clients. A significant portion of their assets under management originates from employer 401Ks and individuals, demonstrating their expertise in this sector. Notably, all of the assets managed by Normandy Investment Advis...
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Assets Under Mgmt

$104.21M

Investment Professionals

5

Locations

4

% 401K & Individual

34%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.