Namcoa
Assets Under Management
$312.3M
Number of Clients
291
Number of Advisors
14
Average Client AUM
$1.1M
AUM per Advisor
$22.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
NAMCOA® offers financial planning, portfolio management (discretionary or non-discretionary), and retirement plan advisory services. They may recommend private funds and separate account managers. They also provide services through third-party platforms like Altruist and AXOS. NAMCOA's IPC directs internally managed investment model portfolios.
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
Location
107 Kilson Drive, Suite 206, Mooresville, NC, 28117