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Norbert William Erasime

Orchid Advisory

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About Norbert William Erasime

Norbert William Erasime is a financial advisor with Orchid Advisory in Dallas, TX. Norbert has been in the industry since January 2014, previously working at JFO Group, LLC and Bank of America. Norbert is a Chartered Financial Analyst and is registered in Texas as an Investment Advisor Representative. Norbert's specialties include financial planning and portfolio management.

Firm Information

Norbert Erasime is currently registered with Orchid Advisory. Orchid Advisory is a Registered Investment Advisor located in Dallas, TX. They provide financial planning and portfolio management services to high-net-worth individuals and charitable organizations. The firm manages approximately $266,248,728 in assets, including $112,719,319 under discretionary management.
Orchid Advisory

4801 W LOVERS LN

DALLAS, TX 75209

$266.25M

Assets Under Management

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Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Norbert Erasime’s Registration & Firm History

TX

03/11/2024 - Present

Orchid Advisory (DALLAS TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Norbert William Erasime.
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