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Brett Weaver

17 Years of Experience
Fair Lawn, NJ
BrokerSells Insurance

Brett Weaver is a registered investment advisor at Npa Asset Management, LLC, based in Fair Lawn, NJ, with 17 years of industry experience. Brett 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
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brett is an independent insurance agent selling life insurance and fixed annuities. 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 2015 - Present · 11 yrs 6 mos
Previous Registrations
Npa Asset Management, LLC
April 2015 - December 2017 · 2 yrs 8 mos
Voya Financial Advisors, INC.
January 2011 - April 2015 · 4 yrs 3 mos
Voya Financial Advisors, INC.Broker
January 2011 - April 2015 · 4 yrs 3 mos
Ing Financial Advisers, LLC
August 2010 - January 2011 · 5 mos
Ing Financial Advisers, LLCBroker
October 2008 - January 2011 · 2 yrs 3 mos
State Registrations6 states
CAFLNHNJNYVA
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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