Navigant Consulting

Fee-Only (% of Portfolio)

Navigant Consulting Group is a family office for high net worth individuals and trusts. Navigant also provides consulting services, educating clients about investment-related expenses and finding solutions to reduce or eliminate them. Navigant manages money for a select group of clients on a discretionary basis, often as a directed party named by a corporate trustee. They also gather information about client assets, investment goals, fees, and trust documents to assess current and future needs. Navigant may negotiate better pricing with current providers or suggest comparable providers.

Assets Under Management$16M
Clients4
Advisors1
Avg. per Client$4M
Avg. per Advisor$16M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management

Navigant Consulting manages investments for a select group of clients, most commonly as a directed party. The fees for investment advisory services are determined on a client-by-client basis.

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Location

1 Advisors at this firm

Navigant Consulting | TrueAdvisor