Naples Money Management provides investment advice and financial planning to individuals, families, and charitable organizations. Services include creating portfolios with stocks, bonds, ETFs, options, mutual funds, and third-party managers. They also offer financial planning services based on a client's goals and objectives, and wealth management to determine the optimal asset allocation. Additionally, they advise on annuity and variable life insurance contracts.
Assets Under Management$160M
Clients165
Advisors2
Avg. per Client$960K
Avg. per Advisor$79M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$250
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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