Navigate Financial offers financial planning and investment management services. The firm's Navigate service provides financial planning, while the Navigate + service includes both financial planning and investment management. Navigate Financial also offers retirement plan consulting services to employer plan sponsors. The firm creates tailored investment strategies based on client needs and objectives.
Fee Structure
Navigate Financial offers investment management as part of its Navigate + service. The firm charges a monthly recurring flat fee not to exceed $50 per month. In addition, if Navigate Financial manages your investments, the firm charges an investment advisory fee based on the value of your portfolio that shall not exceed 1.00% per year. Fees vary and are negotiable.