Jeffrey Dorman is a CFP-designated registered investment advisor at Navigate Financial LLC, based in Laguna Niguel, CA, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 46 clients with $41M 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 $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.50% |
| $6.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are subject to a minimum annual fee of $1,000. Fees may be negotiable or waived at the firm's discretion.
Fee Estimator
Location
Laguna Niguel, CA
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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 →Employment History
Current Registrations
Navigate Financial LLC
State Registrations1 state
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Exams
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