Robert Lapetina
Robert Lapetina is a registered investment advisor at Npa Asset Management, LLC, based in Mayaguez, PR, with 31 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,746 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annual account management fee is up to 3.00% and is negotiable. Fees vary by specific program, account size, and services selected.
Fee Estimator
Location
Bio Plaza State Rd PR #2, Bo. Algarrobo, Mayaguez, PR, 00682
Get directionsHistory
Regulatory History (62)
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October 2013Customer Dispute
September 2009Other Business ActivitiesSells Insurance
Robert is an independent insurance agent through various agencies. He also manages real estate investments through RJL Investment Group LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Npa Asset Management, LLC
UBS Financial Services Incorporated of Puerto RicoBroker
UBS Financial Services INC.Broker
Santander SecuritiesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.