Naples Wealth Planning (NWP) offers investment advice and financial planning to individuals, high net worth individuals, families, trusts, estates, businesses, charitable organizations, and institutions. NWP creates customized investment strategies based on your goals, risk tolerance, and financial situation. NWP may use mutual funds, exchange-traded funds (ETFs), individual stocks and bonds, and other investments. NWP also offers financial planning services, either as part of wealth management or separately, covering areas like retirement, estate planning, and education savings.
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.