Manuel Navarro
Manuel Navarro is a registered investment advisor at Ongoing Wealth Management, based in Key Largo, FL, with 10 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 121 clients with $32M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Advisory fee is negotiable.
Fee Estimator
Location
Key Largo, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Manuel is the COO & CCO of OMW, LLC d/b/a Ongoing Wealth Management, dedicating full-time hours to daily operations and compliance oversight. He also works as an agent selling fixed/traditional insurance products through PKS Financial and Fixed Insurance, spending a few hours per week on each. Finally, Manuel owns a baby rental equipment business, BabyQuip, spending minimal time on deliveries and pickups.
Employment History
Current Registrations
Ongoing Wealth Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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.