Naples Money Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$157,797,662
Total clients
158
35% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
79
Average account size
$998,719
About
Naples Money Management advises individuals, high‑net‑worth clients, and charitable organizations, offering discretionary and non‑discretionary portfolio management, financial planning, wealth management, and annuity management. The firm implements a suite of model portfolios (the Mapato series and a Van Winkle portfolio) alongside separately managed accounts tailored to clients’ stated goals and risk tolerances.
The firm’s investment process starts with a top‑down sector allocation and proceeds to bottom‑up security selection, using equities, ETFs, mutual funds, options, and third‑party managers as building blocks. Naples Money Management actively employs options strategies (covered calls and the sale of puts) and, unusually for peers, discloses the use of derivatives and the capacity to borrow within separately managed accounts.
Distinctive features compared with many supported firms include the explicit use of leverage/borrowing and derivative strategies inside SMAs and a disclosed annuity‑management arrangement with an outside representative that is connected by family to firm ownership, which the firm identifies as a potential conflict of interest. The firm also offers a portfolio designed for younger investors that operates on ongoing monthly contributions rather than solely on lump‑sum minimums.
Client services
Expertise
Demographic focus
Fee options
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
Main office location
Naples Money Management LLC
10001 Tamiami Trail North
Naples FL 34108, United States
Number of offices
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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