CH

Christopher William Habedank

7 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

107 Kilson Drive Suite 206, Mooresville, NC, 28625

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Regulatory History (1)
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Judgment / Lien
December 2016
Employment History
Current Registrations
Namcoa
April 2024 - Present · 1 yr 9 mos
Previous Registrations
T. Rowe Price Investment Services, INC.Broker
May 2013 - July 2019 · 6 yrs 2 mos
State Registrations2 states
AZNC
Advisor
Exams
No exam information available for this advisor.