Manuel Escobar
Manuel Escobar is a registered investment advisor at Npa Asset Management, LLC, based in Fair Lawn, NJ, with 44 years of industry experience. Manuel 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
32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2020Customer Dispute
July 2019Customer Dispute
July 2016Customer Dispute
August 2005Other Business ActivitiesSells Insurance
Manuel is an insurance agent with NPA Insurance Agency and dually registered with NPA Asset Management (RIA). He also provides investment instruction to retirement board members in Panama twice a year and reviews present value methodology for the University of PR Retirement Board once a year.
Employment History
Current Registrations
Nationwide Planning Associates INC.Broker
Npa Asset Management, LLC
Previous Registrations
Oriental Financial Services CORP.
Oriental Financial Services CORP.Broker
Ofs Securities, INC.Broker
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations1 state
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.