Michael Partlow is a registered investment advisor at Navalign, LLC, based in Encino, CA, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 716 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navalign charges a fee based on a percentage of your assets for managing your investments. The maximum annual fee will not exceed 1.25%. If Navalign uses a third-party money manager, the combined fee will not exceed 2.50%. Fees are billed quarterly or monthly in advance. There is a minimum annual fee of $4,000 for the asset management service, but this may be waived.
Location
15910 Ventura Blvd, Suite 1605, Encino, CA, 91436
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Navalign, LLC
Previous Registrations
Monarch Wealth Strategies
Fidelity Brokerage Services LLCBroker
TD Ameritrade, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.