Nav Wealth Partners (NWP) provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. NWP also offers financial planning, which can include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. NWP is a member of DPL Financial Partners, LLC’s platform, offering insurance consultation services.
Assets Under Management$38M
Clients55
Advisors1
Avg. per Client$690K
Avg. per Advisor$38M
navwealthpartners.com ·youtube.com/@navwealthpartners ·www.facebook.com/people/nav-wealth/61563367220228
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Grandfathered clients may be charged up to 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...