Assets Under Management
$312.3M
Number of Clients
291
Number of Advisors
14
Average Client AUM
$1.1M
AUM per Advisor
$22.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
NAMCOA® offers financial planning, portfolio management, and retirement plan advisory services. They develop financial profiles and investment plans for clients, managing portfolios on a discretionary or non-discretionary basis. They may recommend private funds and separate account managers.
107 Kilson Drive, Suite 206, Mooresville, NC, 28117