JC

James S Colleary

14 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

32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410

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Regulatory History (1)
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Regulatory
August 2024
Final
Other Business Activities

James is dually registered with NPA Asset Management (RIA) and Nationwide Planning Associates Inc. (affiliated B/D) since 2014.

Employment History
Current Registrations
Npa Asset Management, LLC
January 2018 - Present · 8 yrs
Nationwide Planning Associates INC.Broker
December 2010 - Present · 15 yrs 1 mo
Previous Registrations
Npa Asset Management, LLC
September 2014 - December 2017 · 3 yrs 3 mos
Abramenko & Company, INC.Broker
December 2011 - April 2015 · 3 yrs 4 mos
State Registrations7 states
ARHIMANDNJSDVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.