Susan Whitlock is a registered investment advisor at Namcoa, based in Hilliard,, OH, with 14 years of industry experience. Susan 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
5460 Franklin St., Suite 100, Hilliard,, OH, 43026
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Regulatory History (1)
Regulatory
January 2017Other Business ActivitiesSells Insurance
Susan is a 100% owner of Templar Accounting & Business Services, Inc. since 2006, providing tax preparation and advice, dedicating minimal time outside of tax season. She is also a 50% owner of RIA Sources, LLC, providing HR and payroll services, and Infinite Wealth Advisors, LLC, where she provides controller responsibilities, financial planning, and investment advice, and is a member of Wicked Holdings, LLC.
Employment History
Current Registrations
Namcoa
Previous Registrations
Bay Colony Advisors
Main Street Advisors, LLC
State Registrations5 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.