Alfred Dinicola is a registered investment advisor at Namcoa, based in Mooresville, NC, with 16 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 379 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NAMCOA's investment management fees are charged as part of a wrap fee program. These fees cover portfolio management, trade execution, custody, and client reporting. The annual wrap fees generally range from 1.00% to 2.00% of the value of your investments, but are negotiated individually with each client. The wrap fee may be more than if you purchased the services separately. NAMCOA may have an incentive to limit trading in your account because their execution costs can be based on the aggregate number of trades executed in the accounts of all wrap fee clients.
Location
107 Kilson Drive, Suite 206, Mooresville, NC, 28117
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Regulatory History
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.
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Alfred is a real estate broker, spending a few hours per week on commission-based work. He also works as a DST consultant for accredited and institutional investors (about 15 hours per week), co-edits DST News, and co-authored "DST Wealth Building" (minimal time).
Employment History
Current Registrations
Namcoa
Msc - Bd, LLC
Msc - Bd, LLCBroker
Previous Registrations
Dst Investments, LLC
Naples Asset Management CO., LLC
Msc - Bd, LLCBroker
Msc - Bd, LLCBroker
State Registrations7 states
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