Navwell Advisors Corporation is a registered investment advisor located in Garden City, New York, founded in September 2023. The firm is led by Kevin Burns, who serves as the principal owner and Chief Compliance Officer. Navwell Advisors Corporation offers personalized investment management and financial planning services to individuals and high net-worth individuals. For investment management, the firm creates customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and may also utilize automated platforms like Betterment for Advisors or model portfolios from Altruist. Financial planning services cover a broad range of topics, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goal-setting, insurance analysis, retirement planning, risk management, and tax planning strategies. Financial planning is available on an ongoing basis or through project-based engagements. The firm operates as a fee-only advisor, meaning compensation comes exclusively from client fees without commissions or product sales charges.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.79% |
| $2M+ | 0.59% |
Fees are negotiable. Accounts of members of the same household may be aggregated.