Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is involved with a non-MMLIA insurance brokerage, focusing on individual and group insurance sales, dedicating about 10-20% of his time, including 15 hours during SEC trading hours. Gregory is also a Managing Director of Business Development for 401 K Retirement Partners, LLC, spending about 10-20% of his time, including time during market hours.