Marcus Bickle is a registered investment advisor at Naples Money Management LLC, based in Naples, FL, with 10 years of industry experience. Marcus 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
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Naples Money Management LLC
State Registrations1 state
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