John Costa
John Costa is a registered investment advisor at Npa Asset Management, LLC, based in Cherry Hill, NJ, with 31 years of industry experience. John 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
923 Haddonfield Rd Suite 300, Cherry Hill, NJ, 08002
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2013Customer Dispute
February 2013Customer Dispute
December 2010Other Business ActivitiesSells Insurance
John is dually registered with NPA Asset Management and Nationwide Planning Associates Inc., and is self-employed in insurance and securities sales. He also owns Bastion Enterprises, dealing in real estate, and works as an independent insurance agent and provides estate planning services through CSI Group, dedicating minimal time to the real estate activities.
Employment History
Current Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Npa Asset Management, LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
First Montauk Securities CORP.Broker
Sii Investments, INC.Broker
The Investment Center, INC.Broker
Gateway Financial Agency CorporationBroker
Uslife Equity Sales CORP.Broker
PFS Investments INC.Broker
State Registrations11 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.