Norwood Economics, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$91,252,081
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
143
20% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
143
Very HighAverage account size
$638,126
About
Norwood Economics provides discretionary portfolio management and financial planning for individual clients (including high‑net‑worth households), retirement plans, pooled funds and cash balance plans. Services include ongoing investment supervisory services, customized financial plans, and periodic reporting tied to each client's stated objectives and risk tolerance.
The firm follows an actively managed, multi‑asset class approach with a value‑oriented, bottom‑up equity process and tactical asset‑class tilts driven by valuation and risk/reward assessments. Research inputs include institutional sources (Morningstar, CFRA, Bloomberg, Ned Davis Research, SEC filings) and portfolios are monitored regularly with model holdings reviewed daily and formal account reviews at least quarterly.
Norwood distributes a weekly market newsletter to both clients and the general public and conducts seminars/webinars—including annual retirement education presentations—while providing pension consulting to plan participants at no cost, features that are less common among peers. It also commonly offers financial planning as a no‑cost component of portfolio management (and as a complimentary service for some prospective clients), uses third‑party standing letters of authorization arrangements with a major custodian for certain accounts, and leaves proxy voting responsibilities with clients.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Expertise
Active portfolio management
Retirement income strategy
General retirement planning
Cash flow / budgeting
Occupation focus
Retired
Fee options
$0 - $1,000,000: 1.00% $1,000,000.01 - $2,000,000: Prior tiers plus 0.75% $2,000,000.01 - $3,000,000: Prior tiers plus 0.50% $3,000,000.01+: Prior tiers plus 0.25%
Account minimum: $1,000 minimum annual fee Minimum fee: $1,000 minimum annual fee Fee-only: Financial Planning provided at no additional charge as a component of portfolio management or complimentary to potential clients
Main office location
Norwood Economics, Inc.
14074 Trade Center Dr., Suite 212
Fishers IN 46038, United States
Number of offices
1
Most active in
Norwood Economics, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia · Indiana · Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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