David Martell is a registered investment advisor at Navpoint Financial, INC., based in Prior Lake, MN, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 229 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NavPoint Financial's investment management fees are a percentage of the assets they manage, ranging from 0% to 2% annually. The specific fee schedule depends on the client's complexity, the amount of assets managed, anticipated future assets, related accounts, portfolio style, and reporting needs. These fees are billed quarterly in advance. While NavPoint advises on assets within employer benefit plans, they generally do not bill for those services on an assets under management basis; compensation for those services may be covered under fixed financial planning fees.
Location
16180 Hastings Ave SE Suite 301, Prior Lake, MN, 55372
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the President and CEO of NavPoint Financial, Inc. and a member of the Planning Commission for the City of Credit River, advising on land use policies and development activities, dedicating minimal time outside trading hours.
Employment History
Current Registrations
Navpoint Financial, INC.
Previous Registrations
Capital Management Securities, INC.Broker
State Registrations4 states
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