Navigoe, LLC

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Assets Under Management

$341.8M

Number of Clients

158

Number of Advisors

Avg. Portfolio per Client

$2.2M

Avg. Managed per Advisor

$170.9M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Navigoe, LLC offers ongoing financial consulting and investment management. Navigoe works with clients to understand their values, interests, financial situation, and family goals. Navigoe then helps clients implement their investment plan and planning recommendations. Navigoe offers wealth management services that are customizable to the unique needs of the client.

Fee Structure

Planning is included in investment management (also available separately)

Minimum Annual Fee:$10,000

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $5.0M	1.00%
$5M+	0.50%

Client accounts may be aggregated for fee calculations. Investment management can be provided for an additional annual fee of 0.50% of assets under management when bundled with annual planning services.