Navigate Financial provides investment management services, designing portfolios based on individual client needs and risk preferences. They use Modern Portfolio Theory and primarily invest in low-cost exchange-traded funds and mutual funds. Navigate Financial also offers financial planning consultation, including income and estate tax planning, retirement plan design, and education funding.
Assets Under Management$38M
Clients44
Advisors1
Avg. per Client$860K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.50% |
| $6.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable in certain circumstances. The minimum annual fee is $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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