Naples Money Management LLC
Assets Under Management
$157.8M
Number of Clients
165
Number of Advisors
2
Average Client AUM
$956K
AUM per Advisor
$78.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Naples Money Management provides discretionary and non-discretionary money management, financial planning, wealth management, and annuity management services. Investment strategies are tailored to individual client needs and may include stocks, bonds, ETFs, options, mutual funds, and third-party managers. They offer various portfolios designed to meet different investment objectives and risk tolerances.
Fee Structure
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
Location
10001 Tamiami Trail North, Naples, FL, 34108