Naples Global Advisors
SEC RegisteredA Thoughtful Approach to Investment Management
About the firm
Vero Beach Global Advisors is an SEC Registered Investment Advisor serving individuals, families, trusts, retirement plans, and charitable foundations and endowments. As an employee-owned LLC, we operate as a fiduciary and manage our clients' portfolios with complete accountability. Whether you have an established portfolio or are investing as a result of a life event, our team is consistently seeking ways to put the odds of investment success in our clients' favor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, and tax and wealth transfer planning for diversified, global portfolios.
Who they serve
Individuals, families, trusts, non-profit organizations, retirement plans, and corporations.
Leadership
Office locations
Advisors at this firm
16 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $2,000,000 | 0.80% |
| Next $1,000,000 | 0.60% |
| Next $45,000,000 | 0.50% |
| Next $50,000,000 | 0.40% |
| Amounts Above $100,000,000 | 0.30% |
Data as of May 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Naples Global Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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