Navellier & Associates manages investment portfolios for individuals, trusts, and other organizations. Navellier uses a quantitative, multi-step screening process to construct portfolios covering various investment styles and market capitalizations. Navellier primarily manages accounts on a discretionary basis, tailoring services to individual client needs. Clients can impose reasonable restrictions on investments. Navellier also provides signals to other investment advisors and brokers for a fee, without managing their clients' accounts directly.
Fee Structure
Navellier & Associates manages investments for a fee based on a percentage of your portfolio. The annual fee typically ranges from 0.30% to 1.25% depending on the investment strategy. Fees are calculated quarterly, in advance, based on the portfolio's market value. There is no minimum fee. If you end your relationship with Navellier before the end of a quarter, you'll receive a pro-rata refund.
For Private Client Group clients, the fees are:
- $500,000 to $1,500,000: 1.00%
- $1,500,001 to $2,500,000: 0.85%
- $2,500,001 to $5,000,000: 0.70%
- Over $5,000,000: 0.60%
Accounts under $500,000 are billed at 1.25%.