Pricing and Services

At Naples Wealth Planning, we make sure you pay less and get more. Discover the great value we offer every NWP client.

Fees and Minimums

Low prices, clearly stated.

  • Online equity trades just $4.95 each2

  • Over 100 commission-free ETFs available online through your Schwab account

  • Pay no ATM fees anywhere in the world

  • Thousands of no-load mutual funds

Free Services

What all Schwab clients get—at no extra cost.

  • 24/7 customer support

  • Schwab and third-party research and insights

  • Industry-recognized mobile app for investing

  • Comprehensive performance reporting

  • One on one portfolio consultation for clients with $25,000 in assets at Schwab1

Schwab Intelligent Portfolios®

Consider an automated investment advisory service that charges:

  • Low advisory fees

  • No commissions

  • No account service fees

Offered by Charles Schwab & Co., Inc.

Meet the Naples Wealth Team

We'll guide and support you every step of the way. We offer

  • Personal help switching to Charles Schwab or Raymond James

  • A New Client Concierge to help you get started

  • Specialized teams in Fixed Income, Active Trading, and more

  • 24/7 customer support and investment help

 

Ready to get started?

Need Help? Call

866-232-9890

  • Get the level of advice and guidance that's right for you

  • Access your accounts on your mobile device