Navista Wealth Management offers investment management and financial planning services tailored to individual client needs. Investment management is discretionary, meaning Navista can make trades without client approval. Financial planning covers a range of topics, from broad financial management to specific issues like divorce planning. Navista may recommend third-party money managers and model portfolios. Clients can restrict investment types, but this may limit model portfolio options.
Assets Under Management$710M
Clients402
Advisors4
Avg. per Client$1.8M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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