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Robert Warren Norris

BANYAN CAPITAL MANAGEMENT LLC·WAXHAW, North Carolina
Clean recordBANYAN CAPITAL MANAGEMENT LLC
3304 BANYAN WAY, WAXHAW, NC 28173CRD# 6881024Firm CRD# 291107

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Warren Norris · WAXHAW, NC
Registration
CRD #6881024 · BANYAN CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Warren Norris is a registered financial advisor based in WAXHAW, North Carolina, affiliated with BANYAN CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BANYAN CAPITAL MANAGEMENT LLC
BANYAN CAPITAL MANAGEMENT LLC
AUM
$45K
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BANYAN CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Commissions
Performance-based fees
Regulatory
SEC/IARD CRD# 6881024
Firm CRD# 291107
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Warren Norris offer?
Robert Warren Norris specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WAXHAW, North Carolina for a consultation.
What are Robert Warren Norris's credentials?
Robert Warren Norris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Warren Norris located?
Robert Warren Norris is based in WAXHAW, North Carolina, working with BANYAN CAPITAL MANAGEMENT LLC. Their office serves clients in the WAXHAW metropolitan area and surrounding communities.
How does Robert Warren Norris charge for services?
Robert Warren Norris's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BANYAN CAPITAL MANAGEMENT LLC?
BANYAN CAPITAL MANAGEMENT LLC has approximately 1 employees and manages $45K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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