Navigen Wealth Management

Assets Under Management

$187.8M

Number of Clients

219

Number of Advisors

N/A

Average Client AUM

$857K

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Navigen Wealth Management offers investment management and financial planning services to individuals, high net worth individuals, trusts, and estates. Services include financial planning, retirement planning, and estate planning. The firm is fee-based and hourly fee, and does not sell financial products for commission.

Fee Structure

Minimum Investment:$250K
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingTax PlanningHigh Net Worth
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Location

2300 Riverside Drive, Green Bay, WI, 54301

0 Advisors at this firm

No advisors found for this firm.