Financial Planning Navigators Corp. (FPN) is a registered investment advisor that manages investment portfolios and provides financial planning services. FPN works with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. FPN offers investment management services, retirement plan services, and financial planning services. Financial planning covers areas like net worth analysis, risk management, tax considerations, investment planning, retirement planning, estate planning, education planning, philanthropic planning, and business exit planning.
Assets Under Management$360M
Clients433
Advisors5
Avg. per Client$820K
Avg. per Advisor$71M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $4.0M | 0.95% |
| $4.0M - $6.0M | 0.85% |
| $6.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.55% |
| $20.0M - $40.0M | 0.50% |
| $40.0M - $75.0M | 0.45% |
| $75.0M - $150.0M | 0.43% |
| $150M+ | 0.40% |
Annual fees are negotiable. Families may use combined AUM totals for billing purposes.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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