David Navarro
David Navarro is a CFP, ChFC-designated registered investment advisor at Chicago Oakbrook Financial Group, based in Oak Brook, IL, with 39 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,380 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable. Certain legacy client relationships may be charged according to different schedules. Managed accounts holding strictly cash or cash equivalent positions will be charged a fixed fee of up to 0.40% annually.
Fee Estimator
Location
903 Commerce Drive,, Suite 300, Oak Brook, IL, 60523
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David sells fixed insurance products, dedicating about 10-20% of his time. He is also president, owner, and trustee for Chicago Oakbrook Financial Group, spending all of his time on this. David is also a partner and co-owner of KNR Partners, LLC, a real estate holding company, and rents real estate property, dedicating minimal time to these activities, and acts as a trust protector for family friends.
Employment History
Current Registrations
Chicago Oakbrook Financial Group
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Pruco Securities CorporationBroker
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.