Gustavo Melendez
Gustavo Melendez is a registered investment advisor at Npa Asset Management, LLC, based in Humacao, PR, with 23 years of industry experience. Gustavo 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
Urb Busó #450 7B, Humacao, PR, 00791
Get directionsHistory
Regulatory History (31)
Customer Dispute
June 2022Customer Dispute
January 2020Customer Dispute
January 2020Customer Dispute
September 2019Customer Dispute
August 2019Customer Dispute
July 2019Customer Dispute
April 2019Customer Dispute
November 2018Customer Dispute
October 2018Customer Dispute
September 2018Customer Dispute
August 2018Customer Dispute
July 2018Customer Dispute
June 2018Customer Dispute
May 2018Customer Dispute
April 2018Customer Dispute
April 2018Customer Dispute
March 2018Customer Dispute
March 2018Customer Dispute
March 2018Customer Dispute
February 2018Customer Dispute
January 2018Customer Dispute
December 2017Customer Dispute
November 2017Customer Dispute
January 2017Customer Dispute
September 2016Customer Dispute
June 2015Customer Dispute
April 2015Customer Dispute
July 2014Customer Dispute
April 2014Customer Dispute
January 2014Customer Dispute
October 2013Other Business ActivitiesSells Insurance
Gustavo is an independent insurance agent through various agencies and dually registered with NPA Asset Management and Nationwide Planning Associates Inc. He also owns residential rental properties, dedicating minimal time to this activity outside of regular business hours.
Employment History
Current Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Oriental Financial Services CORP.Broker
PFS Investments INC.Broker
State Registrations2 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.