AS

Antonio Suarez-Borelli

18 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 (1)
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Regulatory
August 2024
Final
Other Business ActivitiesSells Insurance

Antonio is a dually registered advisor and owns residential rental properties since 2014. He is also the President of Capital Advisors of PR, LLC, an entity that engages in property and casualty insurance, spending a few hours per week on this outside of normal business hours.

Employment History
Current Registrations
Npa Asset Management, LLC
January 2018 - Present · 8 yrs
Nationwide Planning Associates INC.Broker
July 2012 - Present · 13 yrs 6 mos
Previous Registrations
Npa Asset Management, LLC
January 2012 - December 2017 · 5 yrs 11 mos
Abramenko & Company, INC.Broker
March 2009 - July 2014 · 5 yrs 4 mos
Walnut Street Securities, INC.Broker
May 2007 - March 2009 · 1 yr 10 mos
State Registrations3 states
FLOHPR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.