Michael Fusco is a registered investment advisor at Namcoa, based in Mooresville, NC, with 5 years of industry experience. Michael 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
107 Kilson Drive, Suite 206, Mooresville, NC, 28117
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 →Other Business ActivitiesSells Insurance
Michael is the President of an independent insurance agency in San Diego, CA, offering property & casualty, life, and health insurance products. He receives a salary from this firm.
Employment History
Current Registrations
Namcoa
State Registrations1 state
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
- Susan WhitlockNamcoa
- David Whitaker, CFP, ChFCRooted Planning LLC
- Charles Perrillo, CFPNottingham Advisors INC.
- Cody Lewallen, CFPIfg Advisory, LLC
- Thomas North, CFPAmeriprise Financial Services, LLC
- Benjamin Johnson, CFPRaymond James Financial Services Advisors, INC