Mary Livingston is a CFA, CFP-designated registered investment advisor at Navigate Wealth Management, LLC, based in Birmingham, AL, with 14 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 274 clients with $430M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
2208 University Blvd., Suite 102, Birmingham, AL, 35233
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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 Activities
Mary is a trustee for the AL Episcopal Diocese Endowment and treasurer for both the Kiwanis Club of Birmingham and Down's Syndrome of Alabama. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
Navigate Wealth Management, LLC
Previous Registrations
Equita Financial Network, INC.
Porter White Investment Advisors, INC.
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.