TrueAdvisor
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SL
CFP
SL
CFP

Scott Leonard

Navigoe, LLC
30 Years of Experience
Redondo Beach, CA
1 Disclosure
View SEC Summary
View SEC Summary

Scott Leonard is a CFP-designated registered investment advisor at Navigoe, LLC, based in Redondo Beach, CA, with 30 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 156 clients with $410M in assets under management.

Navigoe, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
156 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$407.8M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5M+0.50%

Fees are calculated using the average daily market value and deducted monthly in arrears. Minimum annual fee is $20,000. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

417 Beryl Street, Redondo Beach, CA, 90277

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 1995
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Navigoe, LLC
August 2013 - Present · 13 yrs 2 mos
Previous Registrations
Trovena, LLC.
January 2012 - December 2013 · 1 yr 11 mos
Trovena Investment Advisors
March 2008 - August 2013 · 5 yrs 5 mos
Leonard Wealth Management, INC.
January 2001 - March 2009 · 8 yrs 2 mos
Reinhardt Werba Bowen Securities, INC.Broker
December 1994 - June 1997 · 2 yrs 6 mos
Pml Securities CompanyBroker
June 1993 - December 1994 · 1 yr 6 mos
Royal Alliance Associates, INC.Broker
February 1993 - November 1994 · 1 yr 9 mos
Royal Alliance Associates, INC.Broker
March 1992 - July 1992 · 4 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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