Namcoa
Naples, Florida
5.0
1 Review
NAMCOA, based out of Naples, FL, is a prominent local investment advisory firm with a strong presence in the industry. With a team of 14 dedicated professionals, including 5 highly skilled investment advisors, NAMCOA strives to provide comprehensive financial guidance and support to its clients. Their expertise is evident in their impressive average assets under management per investment advisor, which stands at approximately $85,540,000—on par with the industry average. NAMCOA's compensation structure is diverse, allowing them to cater to the unique needs of their clients. They offer various options such as a percentage of asset...
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Assets Under Mgmt

$236.04M

Investment Professionals

5

Locations

18

% 401K & Individual

11%

% Discretionary

90%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Other: CONSULTATION SERVICES
Other Business Activities
Other Financial product salesperson
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