Navarro Asset Management offers investment management services, either with or without the firm making the investment decisions. Before starting, clients sign an agreement outlining the service terms, scope, and fees. Navarro Asset Management determines each client’s investment goals and allocates assets accordingly, providing ongoing account supervision. The firm may also offer financial planning and consulting services, and may charge extra for complex or special projects. Navarro Asset Management does not prepare legal documents, tax returns, or sell insurance products.
Fee Structure
Navarro Asset Management charges an annual fee based on a percentage of the value of your investments. This fee is negotiable and can range from 1.00% to 2.00%. The exact fee depends on factors like the amount of assets managed, the type of account, and negotiations with the client. The fee is calculated quarterly, based on the market value of your investments at the end of the previous quarter.