Fernando Sobrino
Fernando Sobrino is a registered investment advisor at Npa Asset Management, LLC, based in Hato Rey, PR, with 26 years of industry experience. Fernando 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
31 Calaf St, Hato Rey, PR, 00918
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2018Customer Dispute
November 2017Customer Dispute
July 2017Customer Dispute
October 2016Other Business Activities
Fernando is a member of the board of directors and subcommittees for Sociedad Espanola de Auxilio & Beneficencia Auxilio Mutuo, and also serves as Secretary and Treasurer of Auxilio Mutuo Adquisition. He is also the Chief Executive and Member of an LLC established for estate planning purposes, managing the LLC assets and owning 95% of it.
Employment History
Current Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Npa Asset Management, LLC
Oriental Financial Services CORP.
Oriental Financial Services CORP.Broker
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.
Exams
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