Patricia Blagojevich
Patricia Blagojevich is a registered investment advisor at Investment Navigation LLC, based in Chicago, IL, with 12 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 11 clients with $7.3M 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 $100K | 1.25% |
| $100K - $500K | 1.22% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.10% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
3701 N. Kedzie Ave, Chicago, IL, 60625
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
Patricia is the President/Insurance Agent at Investment Navigation LLC, spending about half her time on insurance sales. She also manages a residential building and produces podcasts and documentary films, dedicating minimal time to these activities.
Employment History
Current Registrations
Investment Navigation LLC
Previous Registrations
Janian Investment Advisers, LLC
Wunderlich Securities, INC.
North Star Investment Management Corporation
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.