Nppg Plan Professionals, LLC

CRD#324646
Investment Advisor Firm

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Learn more about Nppg Plan Professionals, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Nppg Plan Professionals, LLC is located at 494 Sycamore Avenue, Shrewsbury, NJ. The firm employs 2 financial advisors to manage client portfolios and provide financial guidance. Nppg Plan Professionals, LLC is not a registered broker-dealer.

    Nppg Plan Professionals, LLC oversees $3.2 billion in assets under management across 33 accounts, of which 20 are discretionary and 13 are non-discretionary. The services offered include pension consulting services, selection of other advisers, and educational seminars. The firm caters to pension plans, with pension plans being the largest client type by accounts. The fee structure at Nppg Plan Professionals, LLC includes asset-based, hourly, fixed, and other fees. The firm maintains affiliations with an insurance company or agency and a pension consultant.

    Nppg Plan Professionals, LLC is registered in the states of Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.

    Assets Under Management

    $3.2 billion

    Number of Advisors

    2

    Disclosures

    No

    Office Location

    494 Sycamore Avenue
    Shrewsbury, NJ 07702

    Nppg Plan Professionals, LLC by the Numbers

    Total Assets Under Management

    $3.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    2

    National Average: 64
    Total Number of Accounts

    33

    National Average: 375,227
    Average Account Size

    $96.3 million

    National Average: $23.0 thousand
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    Products and Services

    Nppg Plan Professionals, LLC provides multiple services, including pension consulting services, selection of other advisers, and educational seminars. Notably, Nppg Plan Professionals, LLC did not provide financial planning services to any of its clients in the last fiscal year. The Firm is involved in selling products or offering services other than investment advisory services to its clients.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    A financial advisor's fees usually depend on which services are offered. Fees billed by Nppg Plan Professionals, LLC most likely consist of some combination of the following fee structures: asset-based, hourly, fixed, or other.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    The firm works with pension plans. Nppg Plan Professionals, LLC's largest client type by number of accounts is pension plans.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Nppg Plan Professionals, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Nppg Plan Professionals, LLC

    Gregory Woods
    Shrewsbury, NJ

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