Navian Asset Management offers personalized investment portfolio management services, available on both a discretionary and non-discretionary basis. Navian Asset Management integrates financial planning directly into its portfolio management services rather than offering it separately. The firm customizes investment portfolios based on each client's specific objectives, risk tolerance, and liquidity needs. Advisors at Navian Asset Management can recommend a wide variety of investments, including stocks, bonds, mutual funds, exchange-traded funds, options, real estate investment trusts, structured products, and digital assets. Navian Asset Management is based in Naples, Florida, and is directly owned by Navian Capital.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts over $10,000,000 are negotiable. Household accounts may be combined to qualify for lower fee tiers.