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Michael Iacampo

Naples Wealth Planning
34 Years of Experience
Bonita Springs, FL
4 DisclosuresMay Earn Commission
View SEC Summary
View SEC Summary

Michael Iacampo is a registered investment advisor at Naples Wealth Planning, based in Bonita Springs, FL, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 226 clients with $230M in assets under management.

Naples Wealth Planning
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
226 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$226.9M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Wealth management fees range from 0.50% to 2.50% annually, based on factors such as services offered, complexity, and assets managed. Fees may be negotiable at the sole discretion of the advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3301 Bonita Beach Road, Suite 308, Bonita Springs, FL, 34103

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2024
Pending
Employment Separation After Allegations
November 2020
Customer Dispute
July 2008
Denied
Customer Dispute
August 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is dually registered with Naples Wealth Planning and American Global Wealth Management, Inc. About 90% of Michael's time is dedicated to his role as an investment advisor representative, with the remainder spent as a registered representative.

Employment History
Current Registrations
Naples Wealth Planning
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Imprint Wealth LLC
July 2024 - September 2024 · 2 mos
American Global Wealth Management, INC.Broker
October 2023 - September 2025 · 1 yr 11 mos
Imprint Wealth LLC
September 2023 - June 2024 · 9 mos
Laidlaw Wealth Management LLC
April 2021 - August 2023 · 2 yrs 4 mos
Laidlaw & Company (UK) LTD.Broker
January 2021 - August 2023 · 2 yrs 7 mos
Wells Fargo Clearing Services, LLC
September 2011 - December 2020 · 9 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
September 2011 - December 2020 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - October 2011 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - October 2011 · 3 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - October 2008 · 1 yr 6 mos
Morgan Stanley & CO. Incorporated
April 2007 - October 2008 · 1 yr 6 mos
Morgan Stanley
July 2003 - April 2007 · 3 yrs 9 mos
Morgan Stanley Dw INC.Broker
July 2003 - April 2007 · 3 yrs 9 mos
Credit Suisse First Boston
January 2003 - July 2003 · 6 mos
Credit Suisse First Boston LLCBroker
January 2003 - July 2003 · 6 mos
Donaldson Lufkin & Jenrette Securities Corporation
December 1994 - January 2003 · 8 yrs 1 mo
Donaldson, Lufkin & Jenrette Securities CorporationBroker
December 1994 - January 2003 · 8 yrs 1 mo
Morgan Stanley & CO., IncorporatedBroker
October 1991 - December 1994 · 3 yrs 2 mos
State Registrations1 state
FL
Advisor

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Exams
No exam information available for this advisor.
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