Navigation Group provides wealth planning, consulting, and investment management services to individuals, high-net-worth individuals, pension and profit-sharing plans, investment companies, and business entities. Wealth planning includes financial position analysis, investment planning, risk management, financial independence planning, executive benefit analysis, education funding, tax planning, and estate planning. Consulting services include life insurance, disability, and long-term care reviews. Investment management is offered on a discretionary basis.
Assets Under Management$930M
Clients430
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$310M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable and range from 0.40% to 1.90% annually based on the amount of assets under management and range and complexity of the services provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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