Navigate Wealth Management provides ongoing portfolio management services based on individual client goals and risk tolerance. Navigate creates investment plans and manages client portfolios. Through Abeona Wealth, Navigate also offers financial planning services, assisting with portfolio construction and investment monitoring.
Assets Under Management$430M
Clients274
Advisors7
Avg. per Client$1.6M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...