Navigoe offers comprehensive wealth management services, which include ongoing financial consulting and discretionary investment management. Navigoe guides clients through a multi-step process to understand their values, goals, and financial situation before implementing customized investment portfolios primarily using mutual funds and exchange-traded funds. Navigoe also provides ongoing monitoring with regular meetings covering investment reviews, tax planning, and cash flow analysis. In addition to wealth management, Navigoe offers specialized services for business owners regarding retirement plans. Navigoe operates as a registered investment advisor and is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are calculated using the average daily market value and deducted monthly in arrears. Minimum annual fee is $20,000. Fees may be negotiable.
