Navigate Private Wealth offers comprehensive portfolio management, financial planning and consulting, pension consulting, and estate planning services to individuals, families, trusts, and businesses. For investment management, Navigate Private Wealth evaluates each client's financial situation, risk tolerance, and goals to build and manage a customized portfolio of exchange-traded funds, mutual funds, stocks, and bonds. The firm also offers specialized financial planning covering retirement, taxes, real estate, insurance, and debt analysis, as well as an automated estate planning service that connects clients with prescreened attorneys. Navigate Private Wealth manages accounts on both a discretionary and non-discretionary basis, utilizing research and quantitative analysis to guide investment decisions. The firm emphasizes personalized advice and allows clients to place reasonable restrictions on their portfolio investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15M+ | 0.60% |
Standard fee schedule ranges between 0.40% and 2.00% total after factoring in portfolio complexity adjustments.