Naviquant Capital Management offers financial planning and investment management services. Financial planning involves evaluating your financial situation and future projections. If you use Naviquant's asset management services, financial planning is included at no extra cost. Investment management involves creating a tailored investment portfolio, reviewed monthly and rebalanced as needed. Naviquant primarily uses momentum-based and long-term buy-and-hold investment strategies.
Assets Under Management$170M
Clients190
Advisors1
Avg. per Client$910K
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees may be negotiable based on factors such as the complexity of your financial situation or total assets under management. Legacy clients may have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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