Theresa Yarosh
Theresa Yarosh is a CFP, ChFC-designated registered investment advisor at Npa Asset Management, LLC, based in Fair Lawn, NJ, with 21 years of industry experience. Theresa 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
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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 →Other Business ActivitiesSells Insurance
Theresa is a producing general agent at Macro Wealth Management, LLC, spending about half her time facilitating insurance planning. She is also the president of Main Street Medigap, LLC, dedicating about 10-20% of her time to marketing and sales of Medicare supplemental insurance and recruiting agents, and co-director of a non-profit, Twilight Wish Foundation, spending about 10% of her time fundraising.
Employment History
Current Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Npa Asset Management, LLC
Hornor, Townsend & Kent, INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
International Planning Alliance, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Comprehensive Asset Management and Servicing, INC.Broker
Sii Investments, INC.Broker
State Registrations2 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.