James Colleary
James Colleary is a registered investment advisor at Npa Asset Management, LLC, based in Fair Lawn, NJ, with 15 years of industry experience. James 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
32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410
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Regulatory History (1)
Regulatory
August 2024Other Business Activities
James is dually registered with NPA Asset Management (RIA) and Nationwide Planning Associates Inc. (affiliated B/D) since 2014.
Employment History
Current Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Npa Asset Management, LLC
Abramenko & Company, INC.Broker
State Registrations7 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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