Navigo Wealth Management provides portfolio management and financial planning services tailored to individual client needs. Investment strategies are based on client goals, risk tolerance, and time horizon. Financial planning covers a range of topics, from broad-based planning to single-subject consultations. Navigo also offers web-based portfolio management services through an automated platform.
Assets Under Management$130M
Clients155
Advisors6
Avg. per Client$840K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
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/International Assets: 1.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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