Naples Global Advisors
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Overview
Naples Global Advisors operates as an advisory firm located in Naples, Florida. The firm controls $1.2 billion in assets over 1,354 accounts, placing it among the larger firms in the country by assets under management (AUM). It has a small group, including 8 financial advisors. Naples Global Advisors is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are tradable financial investments like options, equities and bonds.
Naples Global Advisors manages most of its accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction choices for the client's account without requiring the customer's approval. It also oversees 276 non-discretionary accounts totaling $46.6 million in AUM. The investment advisory firm manages an average of $916,080 in assets for every customer account. The average financial advisor at Naples Global Advisors oversees about 169 client accounts.
The company's central office is at 720 5Th Avenue South, Naples, Florida 34102. It is legally registered to provide services to customers throughout a number of states, including Florida, Georgia, Illinois, Massachusetts, New Hampshire, North Carolina, Ohio, Texas and Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Naples Global Advisors by the Numbers
$1.2 billion
15
1,354
$916.1 thousand
Fee Structure
Fees charged by financial advisors largely vary depending on the services offered. Fees billed by Naples Global Advisors typically consist of the following fee type: asset-based. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Naples Global Advisors works with retail investors, high net worth investors and charitable organizations. Out of its 1,354 clients, Naples Global Advisors's largest client type by number of accounts is high net worth investors, although it also caters to 198 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 86.46%
- Other Individuals - 10.04%
- Corporations - 0%
- Charitable Organizations - 3.49%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Naples Global Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Naples Global Advisors
Naples, FL
Naples, FL
Naples, FL
Naples, FL
Vero Beach, FL
Naples, FL
Naples, FL
Naples, FL
Naples, FL
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