Overview

Headquarters
Bonita Springs, FL
Total Firm Assets
$227 million
Average High-Net-Worth Client Portfolio Size
$3.5 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: NWP FORM ADV 2A - (AMENDED OCTOBER 2025) (2026-04-01) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 2.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $25,000 2.50%
$5 million $125,000 2.50%
$10 million $250,000 2.50%
$50 million $1,250,000 2.50%
$100 million $2,500,000 2.50%

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
68.71%
Number of High-Net-Worth Clients
44
Total Client Accounts
452
Discretionary Accounts
225
Non-Discretionary Accounts
227

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number
330316
  • NWP FORM ADV 2A - (AMENDED OCTOBER 2025) (2026-04-01) (fee schedule source) · View brochure text

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

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