Navigar Advisors provides portfolio management tailored to individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide investment selection. Navigar also offers financial planning services based on hourly fees. They primarily advise on mutual funds, equities, bonds, and other securities to diversify portfolios.
Assets Under Management$2.9M
Clients5
Advisors1
Avg. per Client$580K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are for equities, annuities, mutual funds, preferred stocks, and options. Fees are negotiable. For fixed income: First $500,000: 0.50%, Next $2,500,000: 0.40%, Next $2,000,000: 0.30%, Next $5,000,000: 0.25%, Above $10,000,000: 0.20%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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