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Credentials
CFA®, Series 66
Experience Industry experience
15 years
Location
Remote
Nardis Advisors LLC
Supported
Norman Chait is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He has worked at Nardis Advisors LLC since 2009. Outside of his role at Nardis Advisors, he serves as a registered Israeli portfolio manager for Marathon Wealth Management, spending less than one hour per week during securities trading hours. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm operates across multiple asset classes and maintains a cross-border presence with offices outside the United States, serving a significant number of non-U.S.-domiciled clients.
Based on Nardis Advisors LLC
Based on Nardis Advisors LLC
Fixed fees charged for consulting services; flat fees between $10,000 to $20,000 monthly for retainer clients
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.90% $5,000,000 - $10,000,000: 0.75% $10,000,000+: Negotiable
$625 to $1,050 per hour
Retainer fees generally charged between $10,000 to $20,000 monthly
Account minimum: $800,000 Minimum fee: $8,000 per year in advisory fees Fee-only: Hourly fees between $625 and $1,050 per hour; Fixed fees generally charged; Retainer fees between $10,000 to $20,000 monthly
New York · Texas
15 years of industry experience
Nardis Advisors
2009 - Present • 17 years
Zichron Yaakov
Merrill
2009 - 2009 • 1 year
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Insurance agent
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Broker-dealer / trader
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Bank
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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.
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