Adam Waszkowski is a CFA-designated registered investment advisor at Namcoa, based in Mooresville, NC, with 16 years of industry experience. Adam 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
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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
107 Kilson Drive, Suite 206, Mooresville, NC, 28117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Namcoa
Previous Registrations
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
State Registrations15 states
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