Doak Belt is a registered investment advisor at Namcoa, based in San Diego, CA, with 28 years of industry experience. Doak 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
5095 Murphy Canyon Road, Suite 200, San Diego, CA, 92123
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Doak is a 50% owner and financial advisor at Rockbridge Financial Partners, offering financial planning and wealth management services. He also owns an expense reduction service for businesses, is Director/CEO of True Concepts Financial and Insurance Services, Inc., manages rental property, and is a member of NAIFA. He dedicates nearly full-time hours to Rockbridge Financial Partners, a few hours per week to the expense reduction service, minimal time to True Concepts, and minimal time to the rental property.
Employment History
Current Registrations
Namcoa
Previous Registrations
Signature Resources Capital Management, LLC
MML Investors Services, LLCBroker
The O.N. Equity Sales CompanyBroker
Park Avenue Securities LLCBroker
New England SecuritiesBroker
Multi-Financial Securities CorporationBroker
Wma Securities, INC.Broker
State Registrations6 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.