Ricardo Perez-Collazo
Ricardo Perez-Collazo is a registered investment advisor at Npa Asset Management, LLC, based in San Juan, PR, with 17 years of industry experience. Ricardo 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
268 Muñoz Rivera Ave, World Plaza Suite 805, San Juan, PR, 00918
Get directionsHistory
Regulatory History (7)
Customer Dispute
July 2020Customer Dispute
December 2017Customer Dispute
December 2017Customer Dispute
December 2017Customer Dispute
November 2017Customer Dispute
June 2015Customer Dispute
May 2014Other Business ActivitiesSells Insurance
Ricardo is an independent insurance agent through various agencies. He is also a partner with 50% interest in an online women's clothing boutique since November 2021, for which he receives no compensation.
Employment History
Current Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Npa Asset Management, LLC
Oriental Financial Services CORP.Broker
State Registrations4 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.