Naples Wealth Planning
Assets Under Management
$356.3M
Number of Clients
358
Number of Advisors
8
Average Client AUM
$995K
AUM per Advisor
$44.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
NWP offers customized investment advisory solutions through continuous client contact and discretionary investment management. They work with clients to identify goals, risk tolerance, and financial situations to create investment strategies using mutual funds, ETFs, individual equities, and bonds. Financial planning services are also available, either as part of wealth management or separately.
Fee Structure
Investment management fees range from 0.50% to 2.50% annually, based on factors like services offered, complexity, asset level, and overall relationship. Fees are paid monthly in advance. Financial planning services are offered as a separate fixed project fee ranging from $1,000 to $10,000. Ongoing consulting services range from $10,000 - $200,000. Fees may be negotiable at the sole discretion of the Advisor.
Areas of Practice
Location
1016 Collier Center Way, Suite 201, Naples, FL, 34110