Michael Iacampo
Michael Iacampo is a registered investment advisor at Naples Wealth Planning, based in Bonita Springs, FL, with 34 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
Get directionsHistory
Regulatory History (4)
Financial
September 2024Employment Separation After Allegations
November 2020Customer Dispute
July 2008Customer Dispute
August 2004Other Business Activities
Michael is dually registered with Naples Wealth Planning and American Global Wealth Management, Inc. About 90% of Michael's time is dedicated to his role as an investment advisor representative, with the remainder spent as a registered representative.
Employment History
Current Registrations
Naples Wealth Planning
Previous Registrations
Imprint Wealth LLC
American Global Wealth Management, INC.Broker
Imprint Wealth LLC
Laidlaw Wealth Management LLC
Laidlaw & Company (UK) LTD.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Credit Suisse First Boston
Credit Suisse First Boston LLCBroker
Donaldson Lufkin & Jenrette Securities Corporation
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Morgan Stanley & CO., IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.