Taylor Thomas is a CFP-designated registered investment advisor at Ncm Capital Management, LLC, based in Ramsey, NJ, with 11 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 216 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NCM Capital Management offers investment management and wealth management services, both charged as a percentage of your portfolio's value. The exact percentage depends on the amount you invest and the investment strategy used. Fees are billed quarterly. The more complex the investment strategy, the higher the fee. Fee ranges are provided below:
Investment Management Services:
- $0 - $499,999: 1.00% - 1.50%
- $500,000 - $999,999: 0.90% - 1.40%
- $1,000,000 - $1,999,999: 0.65% - 1.30%
- $2,000,000 - $4,999,999: 0.60% - 1.25%
- $5,000,000 - $9,999,999: 0.55% - 1.20%
- $10,000,000 – Above: Negotiable
Wealth Management Services:
- $0 - $499,999: 1.30% - 1.50%
- $500,000 - $999,999: 1.20% - 1.75%
- $1,000,000 - $1,999,999: 1.00% - 1.65%
- $2,000,000 - $4,999,999: 0.80% - 1.40%
- $5,000,000 - $9,999,999: 0.55% - 1.30%
- $10,000,000 – Above: Negotiable
Location
180 East Main Street, Ramsey, NJ, 07446
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ncm Capital Management, LLC
Previous Registrations
Round Table Wealth Management
Regentatlantic Capital, LLC
State Registrations1 state
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