Navigoe, LLC offers ongoing financial consulting and investment management services. The firm works with clients to understand their values, interests, financial situation, and goals. Navigoe then creates a financial plan and investment strategy tailored to the client's needs. The firm manages investments using mutual funds and exchange-traded funds (ETFs). Navigoe also provides advice to business owners and trustees of 401(k) plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Client accounts may be aggregated for fee calculations. The minimum annual fee is $10,000. Investment management can be provided for an additional annual fee of 0.50% of assets under management when bundled with an annual planning fee. For trust representative services, the fees are: First $5,000,000: 1.00%, Next $5,000,001 to $7,500,000: 0.75%, Next $7,500,001 to $10,000,000: 0.50%, Over $10,000,000: Negotiable. The minimum annual fee for trust representative services is $15,000.
