Strategic Navigators Private Wealth provides financial planning and investment management services. The financial planning covers various topics like net worth, cash flow, taxes, insurance, and retirement. For investment management, they create customized portfolios based on your goals and risk tolerance, and may use sub-advisers. Strategic Navigators Private Wealth requests authority to make trades without asking you first. They monitor sub-advisers to ensure they adhere to the agreed-upon investment style.
Assets Under Management$11M
Clients44
Advisors1
Avg. per Client$250K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual management fee. Sub-adviser's maximum annual management fee is 0.60%. Fees are negotiable based on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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