Overview

Headquarters
Naples, FL
Total Firm Assets
$1.4 billion
Average High-Net-Worth Client Portfolio Size
$148.9 million
Stated Minimum Account Size
$20,000,000

Fee Disclosure

Source: FIFTHAVE_ADVPART2A_MAR26 (2026-03-16) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $10,000,000 0.75%
$10,000,001 $30,000,000 0.50%
$30,000,001 and above 0.25%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million Below minimum client size
$10 million Below minimum client size
$50 million $230,000 0.46%
$100 million $355,000 0.36%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
99.18%
Number of High-Net-Worth Clients
9
Total Client Accounts
124
Discretionary Accounts
72
Non-Discretionary Accounts
52

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
122448

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions