Edgardo Navarro is a registered investment advisor at Navarro Asset Management, LLC, based in Schaumburg, IL, with 3 years of industry experience. Edgardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navarro Asset Management charges an annual fee based on a percentage of the value of your investments. This fee is negotiable and can range from 1.00% to 2.00%. The exact fee depends on factors like the amount of assets managed, the type of account, and negotiations with the client. The fee is calculated quarterly, based on the market value of your investments at the end of the previous quarter.
Location
1900 E. Golf Road, Suite 950, Schaumburg, IL, 60173
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edgardo is the Managing Director for Kocoon Investments, LLC, a family investment firm, since 2014. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Navarro Asset Management, LLC
State Registrations2 states
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