Gary Price is a registered investment advisor at Fifth Avenue Family Office, based in Naples, FL, with 11 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $910M 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $30.0M | 0.50% |
| $30M+ | 0.25% |
Fees may also be fixed and are negotiable in limited situations and we may agree to aggregate related accounts for purposes of calculating portfolio valuation and related fees.
Fee Estimator
Location
3003 Tamiami Trail North, Suite 410, Naples, FL, 34103
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Gary serves on the Board of Directors of Florida Able United and Autism Naples, is on the Nominating Council of the Florida Public Service Commission, and is a trustee of Lee Health Foundation. These activities are not investment-related.
Employment History
Current Registrations
Fifth Avenue Family Office
Previous Registrations
Capital Wealth Advisors
NFP Securities, INC.
Mcdonald Investments INC.
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.