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 Dr., Ste 206, Mooresville, NC, 28117
Get directionsRegulatory History (1)
Regulatory
January 2017Other Business ActivitiesSells Insurance
Susan is a 100% owner of Templar Accounting & Business Services, Inc. since 2006, providing tax preparation and advice, dedicating minimal time outside of tax season. She is also a 50% owner of RIA Sources, LLC, providing HR and payroll services, and Infinite Wealth Advisors, LLC, where she provides controller responsibilities, financial planning, and investment advice, and is a member of Wicked Holdings, LLC.