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 (5)
Customer Dispute
January 2012Customer Dispute
September 2010Customer Dispute
December 2009Customer Dispute
December 2006Customer Dispute
March 2000Other Business ActivitiesSells Insurance
Frank works as a financial consultant and provides tax preparation services, dedicating about half his time for two months of the year. He is also dually registered with NPA Asset Management and Nationwide Planning Associates Inc., and is an independent insurance agent through various agencies.