Assets Under Management
$356.3M
Number of Clients
358
Number of Advisors
8
Average Client AUM
$995K
AUM per Advisor
$44.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Naples Wealth Planning offers customized investment advisory solutions through continuous client interaction and discretionary investment management. They construct portfolios using various investments and may recommend independent managers. Financial planning services are also available, either as part of wealth management or separately, covering areas like retirement, estate, and education planning.
1016 Collier Center Way, Suite 201, Naples, FL, 34110