TS

Thomas B Sanchez

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
291 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$312.3M

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
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningReal Estate InvestingHigh Net Worth
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Advisor Information

Office location

Sugarland, TX

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2008
Other Business Activities

Thomas is an Administrative Director at Protocol Research at MD Anderson. This activity is not investment related.

Employment History
Current Registrations
Namcoa
January 2014 - Present · 12 yrs
Previous Registrations
Naples Asset Management Co., LLC
June 2010 - November 2012 · 2 yrs 5 mos
Greenbriar Financial Services, INC.
February 2005 - November 2006 · 1 yr 9 mos
Linsco/private Ledger CORP.
September 2001 - November 2006 · 5 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.