Advisor at Norseman Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Norseman Advisory Group, Inc.
Location
Newport News, VA 23606
Credentials
Series 65
Industry experience
8 years
Paige Fraasch is a financial advisor at Norseman Advisory Group, Inc. with eight years of industry experience. She holds a Series 65 designation and has been associated with Norseman-related entities since 2014. Fraasch also maintains an insurance practice through Norseman Financial, Inc., dedicating a significant portion of her time to insurance services and product sales. Norseman Advisory Group, Inc. provides fee-based financial planning and portfolio management primarily to individual clients, as well as trusts, estates, and charitable organizations. The firm operates mainly on a non-discretionary basis, utilizing third-party money managers and custodians while applying fundamental, technical, and cyclical analysis in its investment approach.
Based on Norseman Advisory Group, Inc.
Based on Norseman Advisory Group, Inc.
$0 - $99,999: 1.00% (Norseman portion) + 0.25% (DAIC portion) = 1.25% total annually $100,000 - $499,999: 1.00% (Norseman portion) + 0.25% (DAIC portion) = 1.25% total annually $500,000 - $999,999: 1.00% (Norseman portion) + 0.25% (DAIC portion) = 1.25% total annually $1,000,000+: 1.00% (Norseman portion) + 0.25% (DAIC portion) = 1.25% total annually
$250 per hour for one-time financial planning with minimum ½ hour
Ongoing financial planning services monthly fixed fee between $300 and $1000, negotiable
Fee-only: One-time financial planning at $250/hour with minimum ½ hour; ongoing financial planning monthly fees between $300 and $1000 (negotiable)
11818 Rock Landing Drive, Suite 103
Newport News, VA 23606
Florida · Louisiana · Texas · Virginia
Norseman Financial, Inc.
2021 - Present (5 years)
Norseman Advisory Group, Inc.
2021 - Present (5 years)
Norseman Advisory Group, Inc.
2017 - Present (9 years)
Norseman Financial, Inc.
2014 - Present (12 years)
Norseman Advisory Group, Inc.
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Newport News, VA
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Series 65
Williamsburg, VA
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Series 65
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