Navigation Wealth Management is a registered investment advisor founded in 2016 and based in Fort Collins, Colorado. The firm offers comprehensive financial planning and ongoing asset management services to individual clients, high-net-worth individuals, and retirement plans. Navigation Wealth Management designs customized investment strategies based on each client's specific goals, time horizon, and risk tolerance, taking full authority to execute trades without asking first. In addition to managing traditional investment accounts, Navigation Wealth Management uses specialized third-party platforms to manage held-away assets such as workplace retirement accounts. Clients also receive guidance covering areas such as retirement planning, risk management, college savings, and estate conservation. The firm operates with a commitment to putting clients' interests first, ensuring that advice remains aligned with each individual's long-term financial objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.63% |
| $50K - $100K | 1.48% |
| $100K - $250K | 1.38% |
| $250K - $500K | 1.23% |
| $500K - $750K | 1.03% |
| $750K - $1.0M | 0.93% |
| $1.0M - $5.0M | 0.68% |
| $5M+ | 0.66% |
Fees are negotiable. For held-away accounts managed via a third-party platform, an additional 0.25% platform fee applies.