Antonetti Capital Management, LLC

Antonetti Capital Management, LLC is a registered investment adviser based in Naples, Florida, providing personalized portfolio management and financial planning services since 2011. The firm offers discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. Clients can choose to pay fees based on a percentage of assets managed, with a minimum annual fee for discretionary accounts. The firm primarily advises on mutual funds, exchange-traded funds, equity securities, corporate debt securities, and other investments based on client goals. Antonetti Capital Management acts as a fiduciary, committed to acting in clients' best interests, and does not charge performance-based fees. The firm has no reportable disciplinary information and exercises limited custody over client funds, with assets held at qualified custodians. Clients receive regular performance reports and account reviews, with proxy voting conducted in their best interests. The firm may compensate third-party solicitors for client referrals and may recommend private fund strategies to clients. Antonetti Capital Management prioritizes client privacy and cybersecurity, implementing safeguards to protect sensitive information.