LR
LR

Libertad Rosenkranz

31 Years of Experience
Fair Lawn, NJ
BrokerSells Insurance

Libertad Rosenkranz is a registered investment advisor at Npa Asset Management, LLC, based in Fair Lawn, NJ, with 31 years of industry experience. Libertad 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,855 clients
Average Client Portfolio
$354K average
Assets Under Management
$1.0B

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

32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Libertad receives residual insurance commissions and is an independent insurance agent through various agencies. She also advises clients on 401k plan allocations.

Employment History
Current Registrations
Npa Asset Management, LLC
January 2018 - Present · 8 yrs 4 mos
Nationwide Planning Associates INC.Broker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Npa Asset Management, LLC
June 2010 - December 2017 · 7 yrs 6 mos
Financial Network Investment Corporation
June 2007 - June 2010 · 3 yrs
Financial Network Investment CorporationBroker
October 1994 - June 2010 · 15 yrs 8 mos
State Registrations11 states
AZCACOFLMDNCNJNYSCWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Libertad Rosenkranz - Financial Advisor | TrueAdvisor