Michael Paul Fusco

Namcoa

4 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

Namcoa

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

291 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$312.3M

Fee Structure

Financial Planning:Included in AUM fee

Location

107 Kilson Drive, Suite 206, Mooresville, NC, 28117

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History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Michael is the President of an independent insurance agency in San Diego, CA, offering property & casualty, life, and health insurance products. He receives a salary from this firm.