Carlo Panaccione
Carlo Panaccione is a registered investment advisor at Navigation Group LLC, based in Redwood City, CA, with 39 years of industry experience. Carlo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 430 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable and range from 0.40% to 1.90% annually based on the amount of assets under management and range and complexity of the services provided.
Fee Estimator
Location
3 Lagoon Drive, Suite 110, Redwood City, CA, 94065
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2008Customer Dispute
April 1999Other Business Activities
Carlo is a registered investment advisor doing business as Navigation Group, Inc. and Navigation Group LLC, spending nearly full-time providing investment advisory services. He also spends minimal time acting in a fiduciary capacity for Frances M Panaccione.
Employment History
Current Registrations
Navigation Group LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
American Express Financial Advisors INC.Broker
State Registrations22 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.