Eduardo Monagas
Eduardo Monagas is a registered investment advisor at Npa Asset Management, LLC, based in Hato Rey, PR, with 26 years of industry experience. Eduardo 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
31 Calaf St, Hato Rey, PR, 00918
Get directionsHistory
Regulatory History (25)
Customer Dispute
May 2021Customer Dispute
March 2020Customer Dispute
August 2019Customer Dispute
June 2019Customer Dispute
June 2019Customer Dispute
April 2019Customer Dispute
March 2019Customer Dispute
January 2019Customer Dispute
January 2019Customer Dispute
November 2018Customer Dispute
September 2018Customer Dispute
August 2018Customer Dispute
June 2018Customer Dispute
May 2018Customer Dispute
April 2018Customer Dispute
April 2018Customer Dispute
February 2018Customer Dispute
November 2017Customer Dispute
August 2017Customer Dispute
August 2016Customer Dispute
December 2015Customer Dispute
January 2012Customer Dispute
September 2011Customer Dispute
May 2010Customer Dispute
May 2002Other Business ActivitiesSells Insurance
Eduardo is an independent insurance agent working through various agencies.
Employment History
Current Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Npa Asset Management, LLC
Santander Securities
Santander Securities LLCBroker
Popular Securities, INC.Broker
UBS Painewebber INC.Broker
UBS Painewebber Incorporated of Puerto RicoBroker
State Registrations6 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.