Naviant Partners offers customized investment advisory and wealth planning services to individuals, high net worth individuals, trusts, estates, and businesses. Naviant Partners builds long-term investment portfolios primarily using exchange-traded funds, mutual funds, individual stocks, and bonds. The firm creates personalized portfolio strategies based on each client's specific goals, risk tolerance, and financial situation. Naviant Partners may also recommend model portfolios or investment strategies developed by its affiliate, Aptus Capital Advisors, or utilize independent managers when appropriate. In addition to managing investments, Naviant Partners provides comprehensive wealth planning services covering retirement planning, tax strategies, education savings, and cash flow analysis. Naviant Partners acts as a legally required fiduciary, meaning the firm must put your best interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment management fees range up to 1.50% annually depending on asset size, scope, and complexity. Fees are negotiable at the firm's discretion.