NPF Investment Advisors manages investment portfolios based on each client's individual needs and goals. They offer continuous advice and supervision, defining client objectives through personal discussions. NPF also provides financial planning services, including retirement planning, tax management, estate plan strategies, and insurance review. NPF uses Pontera to manage client assets in employer-sponsored retirement plans.
Assets Under Management$2.5B
Clients937
Advisors12
Avg. per Client$2.7M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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