Navigo Wealth Management provides comprehensive financial advisory services including portfolio management, financial planning, and web-based automated investment options. Navigo Wealth Management builds customized investment portfolios using strategies like fundamental and technical analysis, tailored to each client's risk tolerance and time horizon. In addition to ongoing portfolio management, Navigo Wealth Management offers financial planning services covering retirement, estate, and tax considerations, as well as specialized consulting such as divorce financial analysis. The firm works primarily with individuals, high-net-worth clients, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Foreign and international assets are charged at 1.75%. Fees are negotiable depending on individual circumstances.