Laurence Hulbert is a registered investment advisor at Naples Wealth Planning, based in Bonita Springs, FL, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 358 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Naples Wealth Planning's investment management fees range from 0.50% to 2.50% annually, based on factors such as the services offered, complexity, the amount you invest, and the overall relationship. Fees are paid monthly, in advance, based on the value of your portfolio at the end of the prior month. The fee may include financial planning services, at the discretion of NWP. Fees may be negotiable.
Location
3301 Bonita Beach Road, Suite 308, Bonita Springs, FL, 34103
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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 →Employment History
Current Registrations
Naples Wealth Planning
Previous Registrations
Imprint Wealth LLC
Imprint Wealth LLC
Laidlaw Wealth Management LLC
Naples Wealth Planning
M&i Investment Management CORP.
State Registrations1 state
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