Navigation Wealth Management provides investment management and financial planning services. Investment management is offered on a discretionary basis, potentially using sub-advisors. Financial planning covers risk management, college planning, and estate conservation. Navigation also offers qualified plan services to individuals. Seminars and workshops are held for educational purposes.
Assets Under Management$100M
Clients962
Advisors8
Avg. per Client$110K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.63% |
| $50K - $100K | 1.48% |
| $100K - $250K | 1.38% |
| $250K - $500K | 1.23% |
| $500K - $750K | 1.03% |
| $750K - $1.0M | 0.93% |
| $1.0M - $5.0M | 0.68% |
| $5M+ | 0.66% |
For assets held away, a platform fee of 0.25% is added to these rates. The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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