NPF Investment Advisors provides personalized investment management and financial planning services. The firm builds customized portfolios tailored to each client's specific goals, time horizon, risk tolerance, and tax situation. Portfolio management is handled on a discretionary basis, meaning the firm makes trades on the client's behalf without needing prior approval for each transaction, though clients can set reasonable restrictions. In addition to managing separate accounts, NPF Investment Advisors offers comprehensive financial planning covering net worth and cash flows, asset allocation review, tax management strategies, estate plan strategies, insurance needs, Social Security optimization, retirement planning, charitable planning, debt management, and education planning. The firm also manages an exchange-traded fund. NPF Investment Advisors primarily recommends equity securities, corporate debt, municipal securities, and exchange-traded funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are subject to a minimum annual fee of $10,000 for new accounts. Fees may be negotiable at the firm's discretion.
