GD
CFA
GD
CFA

Grzegorz Debski

11 Years of Experience
Naples, FL

Grzegorz Debski is a CFA-designated registered investment advisor at Naples Global Advisors, based in Naples, FL, with 11 years of industry experience. Grzegorz 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 306 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
306 clients
Average Client Portfolio
$6.5M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.80%
$4.0M - $5.0M0.60%
$5.0M - $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.30%

Family or related accounts may be aggregated for tiered pricing. Fees are generally negotiable on rare occasions for unique circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

856 3rd Avenue South, Ste. 200, Naples, FL, 34102

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Naples Global Advisors
January 2015 - Present · 11 yrs 9 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.
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