Advisor at Safford Nicholas H & Co Inc
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Firm
Safford Nicholas H & Co Inc
Location
Rockport, MA 01966
Credentials
Series 65
Industry experience
20 years
Norton Sloan is a financial advisor with Nicholas H. Safford & Co., Inc. in Rockport, MA, holding a Series 65 designation and 20 years of industry experience. He has been with Nicholas H. Safford & Co., Inc. since 2005. Nicholas H. Safford & Co., Inc. provides investment counsel and portfolio management to individuals, trusts, IRAs, and institutional clients such as charitable institutions and foundations. The firm employs a research-driven approach focusing on fundamentally sound companies with earnings and dividend growth, supplemented by selective allocations to international equities, bonds, and mutual funds or ETFs.
Based on Safford Nicholas H & Co Inc
$0 - $2,000,000: 0.60% annually (equivalent to $6 per thousand) $2,000,001 - $4,000,000: 0.50% annually (equivalent to $5 per thousand) $4,000,001+: 0.40% annually (equivalent to $4 per thousand)
Account minimum: $5,000,000
9 Cleaves Street
Rockport, MA 01966
Massachusetts
Nicholas H. Safford & Co., Inc.
2005 - Present (21 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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