Navigator Legacy Partners, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Navigator Legacy Partners, LLC offers investment management and financial planning services. Navigator manages investments in brokerage accounts for individuals, qualified plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides comprehensive financial planning services and advice on specific investment and insurance-related projects. Navigator's advisors evaluate client investments and design portfolios to help clients achieve their financial goals.
Assets Under Management$46M
Clients10
AdvisorsN/A
Avg. per Client$4.6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Navigator Legacy Partners charges a percentage of your portfolio each year. The annual fee ranges from 0.30% to 1.30%. The minimum annual fee is $500, billed quarterly at $125. Fees may be negotiable and vary from client to client.
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Location
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