Nav Wealth Management Corp. offers investment management and financial planning advice tailored to each client's unique needs and objectives. Services include reviewing financial goals, assets, risk tolerance, and providing recommendations for asset allocation and security selection. The firm monitors portfolios and provides regular updates to clients. Sherry Navratil, the sole owner, acts as a fiduciary, prioritizing client interests.
Assets Under Management$1.6M
Clients10
AdvisorsN/A
Avg. per Client$160K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.00% |
All client fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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