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Shabana Nathoo

15 Years of Experience
Houston, TX
1 Disclosure

Shabana Nathoo is a registered investment advisor at Navigo Wealth Management, LLC, based in Houston, TX, with 15 years of industry experience. Shabana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 155 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
155 clients
Average Client Portfolio
$838K average
Assets Under Management
$129.9M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Foreign/International Assets: 1.75%

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Houston, TX

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History

Regulatory History (1)
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Customer Dispute
May 2008
Settled
Other Business Activities

Shabana is a teaching assistant at Rice University since 1999, dedicating minimal time. Since February 2024, Shabana is also eligible to receive compensation from Rex Gold Partners for soliciting qualified persons.

Employment History
Current Registrations
Navigo Wealth Management, LLC
May 2017 - Present · 8 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.
April 2014 - May 2014 · 1 mo
Wells Fargo Advisors, LLC
January 2011 - January 2012 · 1 yr
Wells Fargo Investments, LLC
January 2005 - January 2011 · 6 yrs
State Registrations1 state
TX
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.
Shabana Nathoo - Financial Advisor | TrueAdvisor