Navalign, LLC offers investment advice and financial planning to individuals and other clients. As a fiduciary, Navalign aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. Navalign offers asset management services, creating tailored portfolios with stocks, bonds, ETFs, and mutual funds. They also provide financial planning and consulting services covering areas like cash flow analysis, retirement planning, tax planning, and estate planning. Navalign also offers pension consulting services to employer plan sponsors.
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.