Norseman Advisory Group, Inc.

Overview

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.

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Location & Offices