Lorenzo Aufiero
Lorenzo Aufiero is a registered investment advisor at Npa Asset Management, LLC, based in Huntington, NY, with 29 years of industry experience. Lorenzo 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
775 Park Avenue Suite 220, Huntington, NY, 11743
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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
Lorenzo works as a child support investigator for Nassau County Dept of Social Services and in child protective services, spending nearly full-time hours per month on visitation with families. He is also dually registered with NPA Asset Management and Nationwide Planning Associates Inc., works as an independent insurance agent, and prepares personal income taxes about 10-20% of his time during tax season.
Employment History
Current Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Npa Asset Management, LLC
American Portfolios Financial Services, INC.Broker
State Registrations7 states
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