How does the advisor help clients – Key Takeaways:
NAVIGATOR LEGACY PARTNERS, LLC provides expert financial advice and services to clients through their team of experienced advisors. They offer a wide range of financial services and cater to various types of clients, while also being transparent about their fees and compensation structure.
Facts and Insights
NAVIGATOR LEGACY PARTNERS, LLC is a leading financial firm with a proven track record of helping clients achieve their financial goals. Their team of advisors is highly qualified and knowledgeable in the world of finance, making them a trusted source of advice for clients.
The company has been in business for over 20 years, solidifying their reputation as a reliable and established financial institution. They have consistently delivered results for their clients, making them a top choice for individuals and businesses seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 20+ years |
Financial Services Offered
NAVIGATOR LEGACY PARTNERS, LLC offers a comprehensive range of financial services to cater to the diverse needs of their clients. This includes investment management, retirement planning, tax planning, estate planning, and more. Their team of advisors work closely with clients to develop personalized financial strategies that align with their goals and risk tolerance.
Client Types
NAVIGATOR LEGACY PARTNERS, LLC works with a wide range of clients, including individuals, families, and businesses. Their advisors have a deep understanding of the unique financial needs and challenges faced by each client type, allowing them to provide tailored solutions that meet their specific goals and objectives.
Fees & Compensation
NAVIGATOR LEGACY PARTNERS, LLC believes in transparency when it comes to their fees and compensation structure. They charge a percentage fee based on the assets under management, ensuring that their interests are aligned with those of their clients. Their fees are competitive with industry standards, and they do not receive any additional compensation for recommending specific products or services.
Background
NAVIGATOR LEGACY PARTNERS, LLC was founded in 1998 by a team of experienced financial professionals with a shared vision of providing exceptional wealth management services to clients. They have since grown to become a trusted and respected firm in the financial industry, serving clients across the nation.
Financial Advisor Disclosures to Know
NAVIGATOR LEGACY PARTNERS, LLC is committed to upholding the highest standards of ethical and professional conduct. As such, they adhere to all applicable regulations and laws, including financial advisor disclosures. Clients can have peace of mind knowing that their advisors are fully licensed and have no disciplinary actions on their records.