Kevin Zylstra is a CFP-designated registered investment advisor at Namcoa, based in Naples, FL, with 14 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
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kevin works part-time as a personal financial counselor for Zeiders Enterprises and occasionally as a driver for Bemydd, dedicating minimal time to each. He also owns rental real estate and works full-time as a National Account Representative for FinancialCorp Equipment Finance, brokering equipment financing.
Employment History
Current Registrations
Namcoa
Previous Registrations
Raymond James & Associates, INC.
Global Wealth Consultants, LLC
Park Avenue Securities LLC
New England Securities Corporation
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.