Naples Global Advisors (NGA) and its affiliate, Vero Beach Global Advisors (VBGA), offer investment management services. NGA aims to understand each client's investment goals, time horizon, and risk tolerance before implementing a strategy. NGA's investment approach focuses on global, multi-cap value investing, using quantitative screening and fundamental analysis to identify undervalued companies. They also offer core fixed income strategies.
Assets Under Management$1.7B
Clients290
Advisors17
Avg. per Client$5.7M
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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% |
The applicable fee schedule may differ from client to client and affiliate to affiliate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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