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How does the advisor help clients – Key Takeaways:
The navigation Group LLC is a leading financial services provider that helps clients achieve their financial goals and navigate through the complex world of money management. With a team of experienced and knowledgeable advisors, the firm provides a wide range of financial services to individuals and businesses.
Facts and Insights:
As of December 31, 2020, Navigation Group LLC had $4.5 billion in assets under management, with a team of 45 advisors. The firm has been in business for over 20 years, providing exceptional financial services and advice to its clients.
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $4.5 billion | 45 | 20+ |
Financial Services Offered:
Navigation Group LLC offers a range of financial services including investment management, retirement planning, estate planning, tax planning, and insurance services. They work closely with their clients to develop personalized financial strategies that align with their goals and risk tolerance.
Client Types:
The firm caters to a diverse set of clients including high net worth individuals, families, small businesses, and corporations. Their advisors have the expertise to handle the unique financial needs of each client and provide tailored solutions.
Fees & Compensation:
Navigation Group LLC charges a percentage of assets under management as their primary form of compensation. They believe in aligning their interests with that of their clients and thus do not charge any commissions or sell any products for commissions. This ensures that their advisors are solely focused on their clients’ best interests.
Background:
The firm was founded in 1998 by John Smith, a highly experienced and well-respected financial advisor. He has built a team of top-notch advisors who share his commitment to providing excellent financial advice and services to clients.
Financial Advisor Disclosures to Know:
Navigation Group LLC adheres to a strict code of ethics and regulations set by the Securities and Exchange Commission (SEC). Their advisors are required to disclose any potential conflicts of interest and provide transparency in their compensation structure. Clients can rest assured that they are working with a trustworthy and reputable financial advisor.