Assets Under Management
$1.0B
Number of Clients
2,855
Number of Advisors
52
Average Client AUM
$354K
AUM per Advisor
$19.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
NPA Asset Management, affiliated with Nationwide Planning Associates, offers advisory services through its Advisor's Edge program. This includes Managed Account Programs and third-party asset manager programs. Advisors assist clients in matching their financial objectives and risk tolerance to suitable investment advisory services, offering a wide range of securities products.
NPA Asset charges an annual fee for its investment advisory asset-based services by charging a percentage-based fee calculated on the market value of the assets in the Client’s managed account. Fees and fee structures will vary from Advisor to Advisor. Furthermore, each Advisor is provided latitude in determining their advisory fees subject to program maximum fees outlined below. This causes some clients to be treated more favorably if they receive the benefit of tiered pricing, house-holding, or reduced fees. Fees are disclosed to you in the investment advisory agreement that you sign. Advisors have an incentive in the fee charged to you as they receive a percentage of the fee with the remaining amount of the fee retained by NPA Asset. Your Advisor will receive the same percentage of the fee regardless of which advisory program is selected. Minimum account size is generally $50,000, but may be waived.
32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410