Anthony Navarro
Anthony Navarro is a registered investment advisor at Korhorn Financial Group, based in Edwardsburg, MI, with 7 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,339 clients with $1.2B 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fixed income securities are charged at 0.25%. Custom index strategies carry an additional 0.10% fee. Fees are negotiable.
Fee Estimator
Location
69950 M-62, Edwardsburg, MI, 49112
Get directionsHistory
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
Anthony is a licensed independent insurance agent with Viewpoint Financial, LLC since 2022, selling commissionable insurance products. He dedicates a few hours per week to submitting life insurance contracts.
Employment History
Current Registrations
Korhorn Financial Group
Previous Registrations
Nomadic Wealth
Murray Street Capital Advisors, LLC
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
W&s Brokerage Services, INC.Broker
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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