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How does the advisor help clients – Key Takeaways:
Navigation Capital Partners, Inc. is a financial advisory firm that provides expert guidance and support to their clients to help them navigate the complex world of finance. With a team of experienced professionals and a wide range of services, Navigation Capital Partners, Inc. offers tailored solutions to individuals and businesses alike.
Facts and Insights
Navigation Capital Partners, Inc. is a privately owned firm that was founded in 2005 and is based in New York City. They have a team of highly qualified financial advisors who have a deep knowledge of the market and extensive experience in managing wealth and investments. The firm prides itself on its customized and hands-on approach, providing personalized financial solutions to each of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 15 years |
Financial Services Offered
Navigation Capital Partners, Inc. offers a wide range of financial services that cater to the diverse needs of their clients. This includes investment management, financial planning, retirement planning, tax planning, risk management, and estate planning. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to provide comprehensive and effective solutions.
Client Types
Navigation Capital Partners, Inc. serves a variety of clients, including high net worth individuals, families, and businesses. They also work with foundations, endowments, and other institutional clients. The firm’s services are tailored to meet the unique needs and goals of each client, providing them with personalized solutions that are in line with their financial objectives.
Fees & Compensation
Navigation Capital Partners, Inc. operates on a fee-based model, which means that they charge a percentage of the assets under management as their fee. This ensures that the firm’s interests are aligned with their clients’ interests, as their compensation is tied to the performance of the client’s investments. The firm prioritizes transparency and provides clear fee structures to their clients so that they are fully aware of the costs involved.
Background
The team at Navigation Capital Partners, Inc. has a diverse background, with members who have previously worked at top financial firms and have extensive experience in the industry. They bring a wealth of knowledge and expertise to the table, allowing clients to benefit from their unique perspectives and insights. The firm is committed to staying up-to-date with market trends and continuously educating themselves to better serve their clients.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it’s essential to understand the potential risks and disclosures associated with working with Navigation Capital Partners, Inc. The firm is registered with the Securities and Exchange Commission (SEC) and is required to follow all regulatory guidelines and disclosures. They have a clean record, with no disciplinary actions taken against them. Clients can rest assured that their investments are in safe hands with Navigation Capital Partners, Inc.