John Navin Navidomskis IV provides investment advisory services, sometimes called financial planning, to help clients achieve their financial goals. He manages client portfolios and recommends investments such as stocks, bonds, mutual funds, exchange traded funds, and certificates of deposit. He works with each client to develop an investment strategy tailored to their specific needs and goals.
Assets Under Management$3.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 2.00% |
| $10K - $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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