Gabriella Milley is a registered investment advisor at Npa Asset Management, LLC, based in Princeton, NJ, with 20 years of industry experience. Gabriella operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,855 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NPA Asset Management offers several investment management programs:
- Advisor Managed Account Program: Advisors assist clients in developing custom portfolios with various securities. Maximum annual fee is 3% of the account value, negotiable.
- MA Direct Account Program: Advisors help clients select third-party money managers. Maximum annual fee is 3% of the account value, negotiable.
- MA Custom AdvisorFlex Program: Clients choose from model portfolios managed by Lockwood Advisors. Maximum annual fee is 3% of the account value, negotiable.
Fees are payable in advance and are based on the account balance. Clients may also incur transaction charges and other fees. All fees are negotiable.
Location
50 Wittmer Ct, Princeton, NJ, 08540
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2015Employment Separation After Allegations
July 2015Other Business Activities
Gabriella teaches financial planning classes at Princeton Adult School and owns a rental property in NYC. She also helps her cousins with their wearable art business and assists individuals with non-investment related matters such as reviewing prenuptial agreements and social security benefits, dedicating about 10-20% of her time to each activity.
Employment History
Current Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Npa Asset Management, LLC
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Edward Jones
Edward JonesBroker
Dinosaur Securities, L.L.C.Broker
Barclays Capital INC.Broker
Abn Amro IncorporatedBroker
Anz Mccaughan Securities (USA) INCBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.