Advisor at Ladd Capital Management LLC
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Firm
Ladd Capital Management LLC
Location
Boca Raton, FL 33486
Credentials
CFA®
Industry experience
16 years
David Norris is a CFA® charterholder with 16 years of industry experience. He has been with Ladd Capital Management LLC since 2009. Ladd Capital Management is a fee-only investment management firm serving individuals and institutional clients such as trusts, pension plans, banks, and charitable organizations. The firm tailors asset mixes based on client objectives and uses a combination of fundamental, technical, and cyclical analysis, excluding leveraged or inverse ETFs from client portfolios.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000, negotiable Fee-only: Fee-only investment management, no commissions accepted
784 Camino Lake Circle
Boca Raton, FL 33486
Florida
LADD Capital Management, LLC
2009 - Present (17 years)
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