Npf Investment Advisors
Assets Under Management
$2.5B
Number of Clients
937
Number of Advisors
10
Avg. Portfolio per Client
$2.7M
Avg. Managed per Advisor
$252.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
NPF Investment Advisors manages investment portfolios based on individual client needs, including setting goals, determining asset allocation, and managing portfolios. NPF also offers financial planning services covering areas like net worth, cash flow, asset allocation, tax management, estate planning, insurance, Social Security optimization, retirement planning, charitable planning, illiquid investments, equity compensation, education planning, debt management, and special needs planning.
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 may be negotiable at NPF's discretion. Minimum fee of $10,000 for new accounts.
Fee Estimator
Areas of Practice
Location
40 Pearl St., NW, Suite 500, Grand Rapids, MI, 49503-3026
