Daniel Lupo is a CFA-designated registered investment advisor at Npf Investment Advisors, based in Grand Rapids, MI, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 3 more. Their firm serves 937 clients with $2.5B 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 | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Exceptions to the fee schedule can be made at NPF’s discretion.
Fee Estimator
Location
40 Pearl St., NW, Suite 300, Grand Rapids, MI, 49503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Npf Investment Advisors
State Registrations1 state
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