Marcus R Bickle

Naples Money Management LLC

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth

Naples Money Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

165 clients

Average Client Portfolio

$956K average

Assets Under Management

$157.8M

Fee Structure

Minimum Investment:None

Minimum Annual Fee:$250

Location

10001 Tamiami Trail North, Naples, FL, 34108

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Naples Money Management LLC

November 2015 - Present · 10 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.