Navis Wealth Advisors provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and businesses. Navis Wealth Advisors creates customized investment portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks, options, bonds, and alternative investments. They also offer financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs. Navis Wealth Advisors may recommend independent managers for a portion of a client's portfolio.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.35% |
Fees may be negotiable at the sole discretion of the Advisor. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually, depending on the fees charged by the Independent Manager.