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
5095 Murphy Canyon Road, Suite 200, San Diego, CA, 92123
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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 ActivitiesSells Insurance
Doak is a 50% owner and financial advisor at Rockbridge Financial Partners, offering financial planning and wealth management services. He also owns an expense reduction service for businesses, is Director/CEO of True Concepts Financial and Insurance Services, Inc., manages rental property, and is a member of NAIFA. He dedicates nearly full-time hours to Rockbridge Financial Partners, a few hours per week to the expense reduction service, minimal time to True Concepts, and minimal time to the rental property.