Navalign provides investment management, financial planning, and pension consulting services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses. Navalign designs personalized portfolios consisting of stocks, bonds, exchange-traded funds, mutual funds, and other securities. The firm also utilizes third-party money managers and separately managed accounts to implement investment strategies. For financial planning, Navalign covers areas such as cash flow analysis, retirement planning, tax strategies, estate planning, education funding, and business consulting. Navalign operates as a fiduciary and creates tailored investment strategies aligned with client risk tolerance and objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25% for asset management alone, or up to 2.50% when using third-party money managers. Subject to a $4,000 minimum annual fee.