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
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 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
Get the level of advice and guidance that's right for you
Access your accounts on your mobile device