Navarone Simpson
Navarone Simpson is a CFP-designated registered investment advisor at Armstrong Dixon, based in Mount Pleasant, SC, with 11 years of industry experience. Navarone is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 5 more. Their firm serves 294 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annualized investment advisory fees generally range from 0.50% to 1.25% based on the market value and type of assets. Fees are negotiable.
Fee Estimator
Location
Mount Pleasant, SC
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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 ActivitiesSells Insurance
Navarone operates his LPL business under the DBA Armstrong Dixon and is a Registered Investment Advisor Hybrid through ADE LLC, dedicating full-time hours to these activities. He also drives for Lyft about a quarter of his time and spends minimal time on real estate rental and a business entity for tax/investment purposes, and sells non-variable insurance.
Employment History
Current Registrations
Armstrong Dixon
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations3 states
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
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