Antonio Suarez-Borelli
Antonio Suarez-Borelli is a registered investment advisor at Npa Asset Management, LLC, based in Hato Rey, PR, with 18 years of industry experience. Antonio 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
31 Calaf St, Hato Rey, PR, 00918
Get directionsHistory
Regulatory History (1)
Regulatory
August 2024Other Business ActivitiesSells Insurance
Antonio is a dually registered advisor and owns residential rental properties since 2014. He is also the President of Capital Advisors of PR, LLC, an entity that engages in property and casualty insurance, spending a few hours per week on this outside of normal business hours.
Employment History
Current Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Npa Asset Management, LLC
Abramenko & Company, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations3 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.