Pricing & Services

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

Fee & Minimums

Low Prices, clearly stated. -Online equity trades just $4.95 each.

-Over 100 commission-free ETF's available 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 3rd 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 Schwab.

Schwab Intelligent Portfolios®

Consider an automated investment advisory service that charges low advisory fees, no commissions, and no account service fees.