Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
165 clients
Average Client Portfolio
$956K average
Assets Under Management
$157.8M

Fee Structure

Minimum Investment:None
Minimum Annual Fee:$250

Fees vary based on the specific service provided. The firm's annual fee schedule for THE POWER OF MAPATO™ Portfolios ranges from 0.75% to 2.40% depending on the portfolio type (Income with Options, Growth without Options) and the amount of assets under management. Collaborative Management fees range from 0.75% to 1.55%. The Van Winkle Portfolios have a flat fee of 0.50%. Annuity management services are a flat $1,000 monthly, subject to adjustment. A minimum annual fee of $250 applies to accounts under $50,000. Clients may also pay brokerage transaction charges, mutual fund management fees, and administrative charges at the custodian.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningAnnuitiesHigh Net Worth
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Advisor Information

Office location

10001 Tamiami Trail North, Naples, FL, 34108

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Naples Money Management LLC
November 2015 - Present · 10 yrs 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Marcus R Bickle - Financial Advisor | AdvisorDiscover