Navwell Advisors Corporation (NAC) offers investment management and financial planning services. NAC develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. NAC may recommend Betterment for Advisors, a robo-advisor platform, or participate in Altruist LLC’s Model Marketplace. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. NAC tailors services to individual client needs and allows reasonable restrictions on investments.
Assets Under Management$2.2M
Clients5
Advisors1
Avg. per Client$440K
Avg. per Advisor$2.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.79% |
| $2M+ | 0.59% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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