Navigate Private Wealth provides investment advice and financial planning to individuals, families, and businesses. Services include portfolio management using various investments, financial planning covering retirement, estate, and tax matters, and estate planning assistance through an online platform. Navigate Private Wealth aims to tailor its advice to each client's needs and goals.
Assets Under Management$530M
Clients1,929
Advisors7
Avg. per Client$270K
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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