Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NPA Asset charges an annual fee based on a percentage of assets under management. The maximum annual account management fee is 3%, but fees are negotiable. Advisors may also charge a one-time Portfolio Development Fee, up to 1% of assets under management. Clients may incur transaction charges and other fees imposed by NWD or third parties. Fees and fee structures vary from advisor to advisor. The specific advisory program selected may cost the client more or less than purchasing program services separately.
Areas of Practice
Advisor Information
Office location
32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410
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Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Diana is an insurance agent offering various insurance products, including property & casualty, health, disability, annuities, long-term care, and life insurance, dedicating nearly full-time hours to this activity. She is also the sole owner of Retirement Valuable Solutions LLC, handling check writing and expense management, and spends about half her time as a damage inspector.