Naviant Partners provides investment advice to individuals, high net worth individuals, trusts, estates, retirement plans, and businesses. Naviant Partners offers customized investment solutions through personal contact and discretionary investment management. The firm constructs portfolios primarily using exchange-traded funds and low-cost mutual funds, but may also use individual stocks and bonds. Naviant Partners also offers wealth planning services, including financial plan development and specific financial consultations.
Fee Structure
Naviant Partners charges a percentage of your portfolio each year for investment management. The exact percentage depends on the scope and complexity of services, the amount of assets managed, and your overall relationship with the firm, up to a maximum of 1.50% annually. Fees are paid in advance each calendar quarter, based on the value of your portfolio at the end of the previous quarter. Fees may be negotiable.