Adam Brunin
Adam Brunin is a registered investment advisor at Navigation Wealth Management, based in Fort Collins, CO, with 20 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 962 clients with $100M 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 $50K | 1.63% |
| $50K - $100K | 1.48% |
| $100K - $250K | 1.38% |
| $250K - $500K | 1.23% |
| $500K - $750K | 1.03% |
| $750K - $1.0M | 0.93% |
| $1.0M - $5.0M | 0.68% |
| $5M+ | 0.66% |
Fees are negotiable. For held-away accounts managed via a third-party platform, an additional 0.25% platform fee applies.
Fee Estimator
Location
2038 Caribou Drive, Suite 100, Fort Collins, CO, 80525
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2024Customer Dispute
June 2022Other Business ActivitiesSells Insurance
Adam offers financial services and various lines of insurance through multiple insurance companies. This activity is investment-related.
Employment History
Current Registrations
Navigation Wealth Management
Previous Registrations
Spc
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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