Naylor Asset Management provides financial planning and investment management services. They offer both discretionary and non-discretionary asset management. Financial planning and consulting are available at an hourly rate. Naylor Asset Management also provides customized investment advisory solutions to third party unaffiliated investment advisors.
Assets Under Management$42M
Clients60
Advisors1
Avg. per Client$700K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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