Naples Global Advisors is an employee-owned registered investment advisor with offices in Naples and Vero Beach, Florida, operating with its affiliate Vero Beach Global Advisors. The firm specializes in discretionary investment management for high-net-worth individuals, families, retirement plans, trusts, corporations, and charitable organizations. Naples Global Advisors focuses on a global, multi-cap value equity philosophy alongside core fixed-income strategies, using individual securities rather than third-party funds or mutual funds to build personalized portfolios. Before investing, Naples Global Advisors evaluates each client's objectives, time horizon, risk tolerance, and family dynamics. The investment team uses internal quantitative screening and fundamental analysis to select individual domestic and international stocks and bonds. Naples Global Advisors does not sell investment products, earn commissions, or provide standalone financial planning services, focusing strictly on portfolio management and asset allocation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Family or related accounts may be aggregated for tiered pricing. Fees are generally negotiable on rare occasions for unique circumstances.