Naples Global Advisors was founded in 2011 and is employee-owned. The firm picks individual stocks directly using a global, multi-cap value approach that includes small and foreign companies, alongside mostly investment-grade bonds. Fees are billed monthly in arrears. It also operates in Vero Beach as Vero Beach Global Advisors.
Overview
- Headquarters
- Naples, FL
- Total Firm Assets
- $2.0 billion
- Average High-Net-Worth Client Portfolio Size
- $7.6 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Forbes 2025: 221
Fee Disclosure
Source: ADV PART 2A (2026-05-18)
· View brochure text
Latest filing: ADV PART 2B (2026-05-18)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $4,000,000 | 0.80% |
| $4,000,001 | $5,000,000 | 0.60% |
| $5,000,001 | $50,000,000 | 0.50% |
| $50,000,001 | $100,000,000 | 0.40% |
| $100,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $42,000 | 0.84% |
| $10 million | $67,000 | 0.67% |
| $50 million | $267,000 | 0.53% |
| $100 million | $467,000 | 0.47% |
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
- 96.18%
- Number of High-Net-Worth Clients
- 252
- Total Client Accounts
- 1,791
- Discretionary Accounts
- 1,548
- Non-Discretionary Accounts
- 243
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 158544
- ADV PART 2A (2026-05-18) (fee schedule source) · View brochure text
- ADV PART 2B (2026-05-18) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗