Easton Allen is a registered investment advisor at Navigate Financial LLC, based in Salt Lake City, UT. Easton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 161 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Navigate Financial offers investment management as part of its Navigate + service. The firm charges a monthly recurring flat fee not to exceed $50 per month. In addition, if Navigate Financial manages your investments, the firm charges an investment advisory fee based on the value of your portfolio that shall not exceed 1.00% per year. Fees vary and are negotiable.
Location
999 E. Murray Holladay Rd, Suite 202, Salt Lake City, UT, 84117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Navigate Financial LLC
State Registrations1 state
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