How does the advisor help clients – Key Takeaways:
Navigant Consulting is a leading financial consulting firm that helps clients navigate through complex financial challenges. With a team of experts in various industries, the firm offers in-depth analysis and strategic recommendations to help clients achieve their financial goals.
Facts and Insights
Navigant Consulting was founded in 1994 and has since then become a trusted partner to clients, providing expert financial advice and support. The firm has a strong track record of success, with over $1 billion in assets under management and a team of highly skilled advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 500+ | 27 years |
Financial Services Offered
Navigant Consulting offers a wide range of financial services to meet the diverse needs of their clients. These services include financial planning, investment management, risk assessment, tax planning, and estate planning. The firm takes a holistic approach to financial advising, considering all aspects of a client’s financial situation to develop a comprehensive and personalized plan.
Client Types
Navigant Consulting serves a variety of clients that range from high-net-worth individuals to small businesses and corporations. Their team of advisors has extensive experience working with individuals and businesses from various industries, making them well-equipped to handle a wide range of financial challenges.
Fees & Compensation
Navigant Consulting operates on a fee-only basis, meaning they do not receive any commissions or incentives from investment products. This ensures that their advice is unbiased and in the best interest of their clients. Clients can expect transparent and competitive pricing based on the services they require.
Background
Navigant Consulting was founded by a team of financial experts who saw the need for specialized financial consulting services. Over the years, the firm has expanded its team and expertise, becoming a trusted and highly reputable advisory firm in the financial industry.
Financial Advisor Disclosures to Know
As a highly reputable and ethical firm, Navigant Consulting adheres to strict compliance and disclosure policies. This includes full transparency of fees, conflicts of interest, and potential risks associated with investment recommendations. The firm puts the clients’ trust first and ensures all disclosures are clearly communicated.