Adam Waszkowski is a CFA-designated registered investment advisor at Namcoa, based in Estero, FL, with 16 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 584 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and typically subject to a maximum of 2% per year.
Fee Estimator
Location
Estero, FL
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Namcoa
Previous Registrations
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Wilfred Brockman, CFP
- Mark Winland, CFPFocus Partners Wealth, LLC
- Wesley Pruitt, CFPPruitt Richmond Wealth Management LLC
- Mark Brown, CFPM.brown Financial Advisors
- Ryan Rocuant, CFPMutual Trust Advisory Group
- Leo Renner, CFPMeritum Wealth Management LLC