Dawn Litchfield
Dawn Litchfield is a registered investment advisor at Naples Money Management LLC, based in Naples, FL, with 40 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 165 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.40% |
| $50K - $150K | 2.30% |
| $150K - $500K | 2.15% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.90% |
| $2.0M - $5.0M | 1.55% |
| $5.0M - $10.0M | 1.40% |
| $10M+ | 1.15% |
These fees apply to the Income With Options Mapato portfolio. Growth Without Options Mapato portfolio fees are lower. Collaborative Management fees range from 1.55% to 0.75%. The Van Winkle Portfolios have a flat fee of 0.50%.
Fee Estimator
Location
10001 Tamiami Trail North, Naples, FL, 34108
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Regulatory History (1)
Regulatory
July 2011Employment History
Current Registrations
Naples Money Management LLC
Previous Registrations
Mutual Service CorporationBroker
Litchfield, Nelson & Company
Litchfield, Nelson & Company
Lowry Financial Services CorporationBroker
Interstate Securities CorporationBroker
Richardson Greenshields Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.