Ira Rapaport is a CFP, PFS-designated registered investment advisor at New England Private Wealth Advisors, LLC, based in Palm Beach Gardens, FL, with 23 years of industry experience. Ira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 372 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
NEPWA has the discretion, on a case-by-case basis, to charge a lesser investment advisory fee to clients. For Diversified Income Model SMA Strategies, NEPWA charges an annual fee of 1%.
Fee Estimator
Contact
Ira Rapaport
Location
Palm Beach Gardens, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
New England Private Wealth Advisors, LLC
Previous Registrations
Rinet Company, LLC
State Registrations3 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.
Exams
Additional Information
Minimum Investable Asset Requirement: $2 million