Non-profit organizations are the cornerstone of every community. Due to the value that non-profits provide to people and worthy causes, we believe that non-profits warrant preferential pricing when paying for financial services. In general, we find that non-profits pay similar advisory fee rates as private clients. Price Wealth Management intends to be a ‘disrupter’ by offering advisory services to non-profits at a fee rate significantly more competitive than private client advisory fee levels. This pricing strategy will promote healthy competition among financial service providers and will benefit all non-profits organizations with lower advisory costs.
- Discretionary Management
- Asset Allocation Review
- Income Stream Analysis
- Portfolio Fee Analysis
- Coordination With Consultants
- Investment Policy Construction/Review
A "Community Dividend" Philosophy
- Our Firm Practices Corporate Giving
- Reinvesting In Community With Money And Donated Time
- Advocating For Family Philanthropy
- Preferential Pricing For Non-Profits
Advisory services offered through Naples Wealth Planning, a state registered investment advisory firm. Price Wealth Management may only conduct business with residents of the states for which they are properly registered.