Advisor at Naples Money Management LLC
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Firm
Naples Money Management LLC
Location
Naples, FL 34108
Credentials
Series 65
Industry experience
10 years
Marcus Bickle is a financial advisor at Naples Money Management LLC in Naples, FL, holding a Series 65 designation with 10 years of industry experience. He has been with Naples Money Management since 2013. Naples Money Management serves individuals, high-net-worth clients, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, wealth management, and annuity management. The firm uses a combination of model portfolios and separately managed accounts, employing a top-down sector allocation followed by bottom-up security selection, and incorporates options strategies and leverage within its investment approach.
Based on Naples Money Management LLC
Based on Naples Money Management LLC
Approximately $1,000 monthly (Annuity Management Services), negotiated with client
$5,000 - $49,999: 2.40% (Growth without Options); Income with Options not available $50,000 - $149,999: 2.30% (Income With Options); 1.90% (Growth Without Options) $150,000 - $499,999: 2.15% (Income With Options); 1.80% (Growth Without Options) $500,000 - $999,999: 2.00% (Income With Options); 1.65% (Growth Without Options) $1,000,000 - $1,999,999: 1.90% (Income With Options); 1.50% (Growth Without Options) $2,000,000 - $4,999,999: 1.55% (Income With Options); 1.15% (Growth Without Options) $5,000,000 - $9,999,999: 1.40% (Income With Options); 0.95% (Growth Without Options) $10,000,000+: 1.15% (Income With Options); 0.75% (Growth Without Options) Under $50,000 - $149,999: 1.55% (Collaborative Management) $150,000 - $499,999: 1.25% (Collaborative Management) Over $500,000+: 0.75% (Collaborative Management) No minimum stated+: 0.50% (The Van Winkle Portfolios)
Account minimum: $5,000 Minimum fee: $250 per year for accounts under $50,000
10001 Tamiami Trail North
Naples, FL 34108
Florida
Naples Money Management, LLC
2013 - Present (13 years)
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Accountant / CPA / tax prep
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Real estate agent
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