NAMCOA®'s annual wrap fees range from 1.00% to 2.00% of assets under management. These fees are negotiated individually with each client based on factors like asset size, investment strategy, and complexity of the engagement. The wrap fee covers portfolio management, trade execution, custody, and client reporting. Clients may pay more than if purchasing services separately. Fees are generally deducted monthly in advance.
107 Kilson Drive, Suite 206, Mooresville, NC, 28117
Get directionsKevin is a licensed insurance agent, which presents a conflict of interest addressed by his firm's policies. He also owns commercial and residential real estate, manages a wholesale organization, owns horses, and holds personal property through various LLCs, all requiring minimal time.