Kevin Sullivan is a registered investment advisor at Namcoa, based in Hilliard, OH, with 3 years of industry experience. Kevin 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
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2022Regulatory
October 2010Regulatory
September 2002Other Business ActivitiesSells Insurance
Kevin is a licensed insurance agent, which presents a conflict of interest addressed by his firm's policies. He also owns commercial and residential real estate, manages a wholesale organization, owns horses, and holds personal property through various LLCs, all requiring minimal time.
Employment History
Current Registrations
Namcoa
State Registrations9 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.