Navi Dowty
Navi Dowty is a registered investment advisor at Associated Retirement Planners, INC., based in Wheaton, IL, with 42 years of industry experience. Navi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 2.00% |
| $500K+ | 1.00% |
There is a standard account minimum of $100,000 and a minimum annual fee of $1,000, which may increase the effective percentage rate on smaller portfolios up to a maximum of 2.0% per year. Fees are negotiable.
Fee Estimator
Location
290 S. County Farm Rd, Suite P, Wheaton, IL, 60187
Get directionsHistory
Regulatory History (1)
Regulatory
June 2022Other Business ActivitiesSells Insurance
Navi has a partial non-employee, non-controlling interest in Redhawk Wealth Advisors and owns DuPage Tax Group Inc and Financial Success for the Smiling Retiree book. Navi is also the president of Navi Dowty & Associates, selling insurance services, dedicating about a quarter of their time.
Employment History
Current Registrations
Associated Retirement Planners, INC.
Previous Registrations
J.W. Cole Financial, INC.Broker
Investors Capital CORP.Broker
Sii Investments, INC.Broker
Wellington Investment Services CORP.Broker
Associated Securities CORP.Broker
Offerman & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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