MK
CFP
MK
CFP

Michael Karalewich

26 Years of Experience
Fair Lawn, NJ
1 DisclosureBroker

Michael Karalewich is a CFP-designated registered investment advisor at Npa Asset Management, LLC, based in Fair Lawn, NJ, with 26 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
2,746 clients
Average Client Portfolio
$388K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 1995
Final Disposition
Other Business Activities

Michael is dually registered with NPA Asset Management and Nationwide Planning Associates Inc. This activity is investment-related.

Employment History
Current Registrations
Npa Asset Management, LLC
January 2018 - Present · 8 yrs 9 mos
Nationwide Planning Associates INC.Broker
April 2006 - Present · 20 yrs 6 mos
Previous Registrations
Abramenko & Company, INC.Broker
May 2008 - June 2015 · 7 yrs 1 mo
Npa Asset Management, LLC
May 2006 - December 2017 · 11 yrs 7 mos
Commonwealth Financial NetworkBroker
May 2004 - April 2006 · 1 yr 11 mos
Walnut Street Securities, INC.Broker
August 2003 - May 2004 · 9 mos
Nathan & Lewis Securities, INC.Broker
October 2000 - August 2003 · 2 yrs 10 mos
State Registrations5 states
CANJNYSCWA
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.
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