NAV Wealth Management (NAVWM) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. NAVWM creates an Investment Policy Statement for each client, outlining their financial situation. NAVWM requests authority to make trades without asking first. NAVWM generally limits its investment advice to mutual funds, equities, ETFs, real estate funds, and insurance products.
Assets Under Management$25M
Clients70
Advisors1
Avg. per Client$360K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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