FS

Fernando J. Del Llano Sobrino

25 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

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Regulatory History (4)
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
June 2018
Settled
Customer Dispute
November 2017
Settled
Customer Dispute
July 2017
Settled
Customer Dispute
October 2016
Withdrawn
Other Business Activities

Fernando is a member of the board of directors and subcommittees for Sociedad Espanola de Auxilio & Beneficencia Auxilio Mutuo, and also serves as Secretary and Treasurer of Auxilio Mutuo Adquisition. He is also the Chief Executive and Member of an LLC established for estate planning purposes, managing the LLC assets and owning 95% of it.

Employment History
Current Registrations
Npa Asset Management, LLC
January 2018 - Present · 8 yrs
Nationwide Planning Associates INC.Broker
March 2017 - Present · 8 yrs 10 mos
Previous Registrations
Npa Asset Management, LLC
March 2017 - December 2017 · 9 mos
Oriental Financial Services CORP.
December 2015 - March 2017 · 1 yr 3 mos
Oriental Financial Services CORP. Broker
January 2000 - March 2017 · 17 yrs 2 mos
State Registrations5 states
FLGANYPRTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.