Navigator Financial provides financial planning and investment management services to individuals, trusts, and estates. Navigator Financial is a fee-only firm, meaning it does not sell commissioned products. The firm offers investment management services, as well as financial planning and consulting on topics such as retirement, cash flow, risk management, college funding, estate planning, and tax planning.
Assets Under Management$4.1M
Clients6
Advisors1
Avg. per Client$680K
Avg. per Advisor$4.1M
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 | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Family members of clients with at least $1,000,000 under management start at a rate of 0.50%. Family members of clients with at least $5,000,000 under management start at a rate of 0.40%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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