FIFTH AVENUE FAMILY OFFICE
Naples, Florida
5.0
7 Reviews
Fifth Avenue Family Office, based out of Naples, FL, is a small yet prestigious investment advisory firm. With a team of six dedicated professionals, they offer a range of comprehensive financial services tailored to meet the unique needs of their esteemed clientele. Two of their highly experienced advisors, Kyle Shoemaker and Gary Price, have been instrumental in providing exceptional investment advisory services. The firm boasts an impressive average of approximately $223,860,000 in assets under management per investment advisor, surpassing the industry average and exemplifying their expertise in wealth management. With over $1...
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Assets Under Mgmt

$190.67M

Investment Professionals

2

Locations

0

% 401K & Individual

1%

% Discretionary

83%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other: BUSINESS CONSULTING
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