EM

Eduardo Jose Pou Monagas

26 Years of Experience

Firm Information

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.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

31 Calaf St, Hato Rey, PR, 00918

Get directions
Regulatory History (25)
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
May 2021
Settled
Customer Dispute
March 2020
Settled
Customer Dispute
August 2019
Settled
Customer Dispute
June 2019
Settled
Customer Dispute
June 2019
Settled
Customer Dispute
April 2019
Settled
Customer Dispute
March 2019
Settled
Customer Dispute
January 2019
Settled
Customer Dispute
January 2019
Settled
Customer Dispute
November 2018
Settled
Customer Dispute
September 2018
Settled
Customer Dispute
August 2018
Settled
Customer Dispute
June 2018
Settled
Customer Dispute
May 2018
Settled
Customer Dispute
April 2018
Settled
Customer Dispute
April 2018
Settled
Customer Dispute
February 2018
Settled
Customer Dispute
November 2017
Settled
Customer Dispute
August 2017
Settled
Customer Dispute
August 2016
Settled
Customer Dispute
December 2015
Settled
Customer Dispute
January 2012
Settled
Customer Dispute
September 2011
Settled
Customer Dispute
May 2010
Denied
Customer Dispute
May 2002
Settled
Other Business ActivitiesSells Insurance

Eduardo is an independent insurance agent working through various agencies.

Employment History
Current Registrations
Npa Asset Management, LLC
January 2018 - Present · 8 yrs
Nationwide Planning Associates INC.Broker
September 2017 - Present · 8 yrs 4 mos
Previous Registrations
Npa Asset Management, LLC
September 2017 - December 2017 · 3 mos
Santander Securities
March 2010 - September 2017 · 7 yrs 6 mos
Santander Securities LLC Broker
July 2006 - September 2017 · 11 yrs 2 mos
Popular Securities, INC. Broker
May 2002 - July 2006 · 4 yrs 2 mos
UBS Painewebber Incorporated of Puerto RicoBroker
October 1999 - June 2002 · 2 yrs 8 mos
UBS Painewebber INC. Broker
October 1999 - June 2002 · 2 yrs 8 mos
State Registrations6 states
FLLAMIPRVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eduardo Jose Pou Monagas - Financial Advisor | AdvisorDiscover