Thomas Sanchez is a registered investment advisor at Namcoa, based in Sugarland, TX, with 19 years of industry experience. Thomas 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
Sugarland, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2008Other Business Activities
Thomas is an Administrative Director at Protocol Research at MD Anderson. This activity is not investment related.
Employment History
Current Registrations
Namcoa
Previous Registrations
Naples Asset Management CO., LLC
Greenbriar Financial Services, INC.
Linsco/private Ledger CORP.
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.