Steve Trinh is a registered investment advisor at Navalign, LLC, based in Encino, CA, with 13 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 716 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navalign charges a fee based on a percentage of your assets for managing your investments. The maximum annual fee will not exceed 1.25%. If Navalign uses a third-party money manager, the combined fee will not exceed 2.50%. Fees are billed quarterly or monthly in advance. There is a minimum annual fee of $4,000 for the asset management service, but this may be waived.
Location
15910 Ventura Blvd, Suite 1605, Encino, CA, 91436
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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
Steve is an investor in Mint Leaf, LLC, a restaurant/hospitality business. This activity requires about a quarter of Steve's time.
Employment History
Current Registrations
Navalign, LLC
Previous Registrations
Carter Jacobs, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.