Gabriella Clapp Milley

Npa Asset Management, LLC

19 Years of Experience

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Firm Information

Npa Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

52 advisors

Number of Clients

2,855 clients

Average Client Portfolio

$354K average

Assets Under Management

$1.0B

Fee Structure

Minimum Investment:$50K

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.

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Areas of Practice

Investment ManagementRetirement Planning

Advisor Information

Office location

50 Wittmer Ct, Princeton, NJ, 08540

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2015

Withdrawn

Employment Separation After Allegations

July 2015

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Other Business Activities

Gabriella teaches financial planning classes at Princeton Adult School and owns a rental property in NYC. She also helps her cousins with their wearable art business and assists individuals with non-investment related matters such as reviewing prenuptial agreements and social security benefits, dedicating about 10-20% of her time to each activity.