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.
2 Changebridge Rd, Montville, NJ, 07045
Get directionsDaniel is dually registered with NPA Asset Management and Nationwide Planning Associates Inc. Daniel is also an independent insurance agent through various agencies.