Navigate 401k provides retirement plan consulting and management services to companies, as well as advisory services to individual retail clients. For company retirement plans, Navigate 401k assists with plan design, investment selection, administration support, and employee education. For retail clients, Navigate 401k focuses on individual investment goals and suitability, utilizing Altruist Financial, LLC for account servicing. Navigate 401k uses model portfolios constructed with mutual funds and ETFs.
Assets Under Management$320M
Clients80
Advisors4
Avg. per Client$4M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...