Navesink Advisors provides investment advice to individuals, trusts, estates, charitable organizations, corporations, and business entities. They utilize research from SEI Investments to advise clients. Their fees range from 0% to 2% and are negotiable. Client assets are held by SEI Trust as custodian.
Assets Under Management$400K
Clients1
Advisors2
Avg. per Client$400K
Avg. per Advisor$200K
Fee Structure
Investment management only (planning not offered)
Navesink Advisors' client fees range from 0% to 2% and are negotiable.
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