Navion Wealth Advisors is a registered investment advisor that refers clients to third-party investment advisors. Navion Wealth Advisors receives a portion of the advisory fees that clients pay to the third-party advisors. Navion Wealth Advisors does not manage client assets or provide investment advice.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | Included |
Solicitor receives 50% of the revenue generated from the Annualized Fee Percentage of Total Assets Under Management. Fees are negotiable for $5,000,000 or more. Actual fee schedules will vary by client, including employees of Spiegler and Blevins and their spouses, and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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