Naples Wealth Planning provides customized investment management and financial planning services to individuals, high net worth individuals, families, trusts, estates, businesses, and charitable organizations. Naples Wealth Planning creates tailored investment portfolios utilizing mutual funds, exchange-traded funds, individual equities, and individual bonds, and may also use options or private investments. The firm's financial planning services cover retirement planning, estate planning, personal savings, and education funding. Naples Wealth Planning acts legally required to act in your best interest as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Wealth management fees range from 0.50% to 2.50% annually, based on factors such as services offered, complexity, and assets managed. Fees may be negotiable at the sole discretion of the advisor.