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.
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Online equity trades just $4.95 each2
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Over 100 commission-free ETFs available online through your Schwab account
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Pay no ATM fees anywhere in the world
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Thousands of no-load mutual funds
Free Services
What all Schwab clients get—at no extra cost.
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24/7 customer support
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Schwab and third-party research and insights
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Industry-recognized mobile app for investing
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Comprehensive performance reporting
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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:
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Low advisory fees
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No commissions
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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
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Personal help switching to Charles Schwab or Raymond James
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A New Client Concierge to help you get started
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Specialized teams in Fixed Income, Active Trading, and more
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24/7 customer support and investment help
Ready to get started?
Need Help? Call
866-232-9890
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Get the level of advice and guidance that’s right for you
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Access your accounts on your mobile device