Chase Cawyer is a registered investment advisor at Navigo Wealth Management, LLC, based in Birmingham, AL, with 12 years of industry experience. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 155 clients with $130M 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 - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Foreign and international assets are charged at 1.75%. Fees are negotiable depending on individual circumstances.
Fee Estimator
Location
Birmingham, AL
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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
Chase is a practicing physician completing his OB/GYN residency and is on a straight salary. Since February 2024, Chase is eligible to receive compensation from Rex Gold Partners for soliciting qualified persons to conduct due diligence and review private offering memorandums.
Employment History
Current Registrations
Navigo Wealth Management, LLC
State Registrations2 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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