Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
107 Kilson Drive, Suite 206, Mooresville, NC, 28117
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alfred is a real estate broker, spending a few hours per week on commission-based work. He also works as a DST consultant for accredited and institutional investors (about 15 hours per week), co-edits DST News, and co-authored "DST Wealth Building" (minimal time).