Investment Navigation provides investment management services on both a discretionary and non-discretionary basis. They also offer financial planning services covering areas like retirement, legacy, insurance, college, and divorce planning. For retirement plans, they can act as either a 3(21) or 3(38) advisor. Investment Navigation participates in Altruist LLC’s Model Marketplace.
Assets Under Management$7.3M
Clients11
Advisors1
Avg. per Client$660K
Avg. per Advisor$7.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.22% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.10% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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