Npa Asset Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

NPA Asset Management, LLC is a registered investment advisor providing a wide variety of investment advisory programs known collectively as Advisor’s Edge. NPA Asset Management works through affiliated investment advisor representatives and independent advisors to help clients match their financial goals, risk tolerance, and time horizons with appropriate investment strategies. The firm offers several managed account options, including the Advisor Managed Account Program, the MA Direct Program with model portfolios and separately managed accounts, and the MA Custom AdvisorFlex Program. These programs utilize mutual funds, exchange-traded funds, individual stocks and bonds, and variable insurance products. Additionally, the firm offers access to third-party asset managers. NPA Asset Management emphasizes personalized asset allocation and periodic portfolio reviews, operating on both discretionary and non-discretionary bases depending on client preference.

Assets Under Management$1.1B
Clients2,746
Advisors52
Avg. per Client$390K
Avg. per Advisor$20M

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
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Estimated Annual Fee
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Location

52 Advisors at this firm

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