NPA Asset Management offers investment advisory services through its Advisor's Edge program. This includes managed account programs and third-party asset manager programs. Advisors help clients match their financial objectives and risk tolerance to suitable investment advisory services. Clients have access to a range of securities products and asset allocation services. Many advisors are also registered representatives and insurance agents, creating a potential conflict of interest that is addressed through disclosure.
Assets Under Management$1B
Clients2,855
Advisors52
Avg. per Client$350K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
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.
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Location
52 Advisors at this firm
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