Servatus Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$15,000

“Our planning engagements are assessed a fixed project-based fee that ranges from $3,000 to $15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Servatus Capital bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our stated fees are negotiable, and we typically reduce or waive for associates of the firm, family members, or pre-existing relationships.”
• “Fees are to be paid to the firm by check or draft from US-based financial institutions.”
• “Portfolios are assessed an annualized asset-based fee that is paid quarterly, in arrears, as stated in the tables below.”

How Servatus Capital’s fees compare

• Its flat or project fee of $3,000-$15,000 spans the Florida median of $4,900. 76% of the 320 other Florida planners that publish a flat or project fee charge less.
• 7 of the 8 other planners in Naples that publish a flat or project fee charge less.

About Servatus Capital

• Firm size: 2 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Equity compensation
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

29

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, other investment advisers, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$110,135,315

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

311428

Phone

(314) 750-1167

Can advise clients in 3 states: Florida, Missouri, Nebraska

Other planners in Naples that publish fees

• Aventus Investment Advisors, Inc.Naples$300/hr, $1,000⁠-⁠$20,000
• Covato Capital Management, LLCNaples$50⁠-⁠$200/hr, $500⁠-⁠$2,000
• Evertern Wealth, LLCNaples$1,200/hr, $1,500⁠-⁠$10,000
• Gap Financial Counseling Corp.Naples$240⁠-⁠$480/hr
• Local Wealth AdvisorsNaples$1,600⁠-⁠$10,000
• Lodestar Advisory Group, LLCNaples$400/hr, $800⁠-⁠$5,000

Compare all 31 planners in Naples