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How does the advisor help clients – Key Takeaways:
NAVARRO ASSET MANAGEMENT, LLC is a financial firm that provides expert advisory services to individuals and institutions. With a team of experienced financial professionals, they offer a wide range of services to help clients achieve their financial goals.
Here are the key takeaways on how NAVARRO ASSET MANAGEMENT, LLC helps their clients:
- Blend of expertise and personalized strategies: The firm’s financial experts have years of experience in the industry and use their knowledge to create tailored financial strategies for each client.
- Diversification: NAVARRO ASSET MANAGEMENT, LLC believes in the power of diversification and helps clients build well-rounded portfolios to minimize risk.
- Constant monitoring and adjustments: The team at NAVARRO ASSET MANAGEMENT, LLC regularly monitors client portfolios and makes necessary adjustments to ensure they are on track to meet their goals.
- Educational resources: The firm provides educational resources to clients to help them understand their investments and make informed decisions.
Facts and Insights
Founded in 2005, NAVARRO ASSET MANAGEMENT, LLC has been in the business of providing financial services for over 15 years. During this time, they have grown to manage over $500 million in assets for their clients.
The firm is also registered with the Securities and Exchange Commission (SEC) and has a team of 10 advisors, each with a unique set of skills and expertise to offer their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management : | $500 million+ |
|---|---|
| Number of Advisors : | 10 |
| Time in Business : | Over 15 years |
Financial Services Offered
NAVARRO ASSET MANAGEMENT, LLC offers a wide range of financial services to their clients, including:
- Asset management
- Retirement planning
- Estate planning
- Investment advice
- Tax planning
- Risk management
Client Types
The firm caters to both individual and institutional clients, including:
- High net worth individuals
- Corporate entities
- Foundations and endowments
- Retirement plans
- Non-profit organizations
Fees & Compensation
NAVARRO ASSET MANAGEMENT, LLC charges its clients a percentage of assets under management as their main form of compensation. This means that their interests are aligned with those of their clients, as they only earn more when their clients’ assets grow.
In addition to management fees, the firm may also charge clients for specific services, such as financial planning, which will be discussed and agreed upon with the client beforehand.
Background
The founder and CEO of NAVARRO ASSET MANAGEMENT, LLC, John Navarro, has over 25 years of experience in the financial industry. He holds a degree in economics and has dedicated his career to helping clients achieve their financial goals through sound investment strategies.
The team of advisors at NAVARRO ASSET MANAGEMENT, LLC also have extensive experience and a wide range of expertise in the financial sector, making them a well-rounded and knowledgeable team.
Financial Advisor Disclosures to Know
As a registered firm with the SEC, NAVARRO ASSET MANAGEMENT, LLC is required to disclose any potential conflicts of interest to their clients. This includes any affiliations or relationships with third parties that may affect their services to clients.
The firm also has a fiduciary duty to act in the best interests of their clients, meaning they must prioritize their clients’ needs above their own or any other party.