Assets Under Management
$643.6M
Number of Clients
229
Number of Advisors
3
Average Client AUM
$2.8M
AUM per Advisor
$214.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
NavPoint Financial is a federally registered investment adviser offering investment management, financial advice, and financial planning services. They tailor services to client needs, considering objectives, risk tolerance, and tax implications. They look at a client's situation holistically, even if directing strategies affecting only a portion of the assets.
16180 Hastings Ave SE Suite 301, Prior Lake, MN, 55372