Navian Asset Management offers both discretionary and non-discretionary portfolio management services. Navian tailors its investment advice to meet your specific needs and investment goals, considering financial planning and consulting as key to helping you reach your financial and retirement objectives. They customize investment portfolios based on your risk tolerance and investment objectives, monitoring performance and rebalancing as needed. If you choose non-discretionary services, you must approve each transaction before it's executed.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
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 negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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