Louis Navellier
Louis Navellier is a registered investment advisor at Navellier & Associates INC, based in Reno, NV, with 34 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,303 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navellier & Associates manages investments for a fee based on a percentage of your portfolio. The annual fee typically ranges from 0.30% to 1.25% depending on the investment strategy. Fees are calculated quarterly, in advance, based on the portfolio's market value. There is no minimum fee. If you end your relationship with Navellier before the end of a quarter, you'll receive a pro-rata refund.
For Private Client Group clients, the fees are:
- $500,000 to $1,500,000: 1.00%
- $1,500,001 to $2,500,000: 0.85%
- $2,500,001 to $5,000,000: 0.70%
- Over $5,000,000: 0.60%
Accounts under $500,000 are billed at 1.25%.
Location
One East Liberty, Suite 504, Reno, NV, 89501
Get directionsHistory
Regulatory History (4)
Regulatory
June 2020Civil
August 2017Regulatory
June 1988Civil
July 1987Other Business Activities
Louis is retained by InvestorPlace Media under a personal services contract as a writer for newsletters. This activity is not investment-related.
Employment History
Current Registrations
Navellier & Associates INC
Previous Registrations
Ifs Fund Distributors, INC.Broker
Navellier Securities CORP.Broker
State Registrations10 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.