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NAVIGO WEALTH MANAGEMENT, LLC
NAVIGO WEALTH MANAGEMENT, LLC is a highly reputable financial advisory firm that specializes in providing personalized wealth management services to clients nationwide. With a team of experienced financial experts, NAVIGO WEALTH MANAGEMENT, LLC aims to help clients achieve their financial goals and live a financially secure life.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Expertise in creating customized investment portfolios based on client’s risk tolerance and financial goals
- Offers ongoing monitoring and review of client’s portfolio to ensure it aligns with their changing needs and market conditions
- Assists clients in navigating complex financial decisions and planning for major life events
Facts and Insights
NAVIGO WEALTH MANAGEMENT, LLC has been in business for over 15 years and has managed over $500 million in assets. The firm currently has 10 advisors who specialize in various areas of wealth management and financial planning.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $50 million | 5 |
| 2010 | $100 million | 8 |
| 2015 | $250 million | 10 |
| 2020 | $500 million | 10 |
Financial Services Offered:
- Investment management and portfolio construction
- Retirement planning and financial independence
- Estate planning and wealth transfer
- Tax planning and optimization
- Insurance and risk management
- Education savings planning
Client Types:
NAVIGO WEALTH MANAGEMENT, LLC serves a diverse range of clients including high net worth individuals, families, business owners, and professionals seeking expert financial guidance and support. The firm also works with corporate clients to provide retirement planning and investment management services for their employees.
Fees & Compensation:
NAVIGO WEALTH MANAGEMENT, LLC operates on a fee-based model, meaning the firm charges a percentage of the assets under management as their fee. This ensures that the advisors’ interests are aligned with their clients’ and they strive to help grow their clients’ investments. The firm also provides transparent and upfront fee disclosure to their clients.
Background:
Established in 2005, NAVIGO WEALTH MANAGEMENT, LLC is a privately-owned independent registered investment advisor (RIA) that is not affiliated with any financial institutions. This allows the firm to provide unbiased and objective advice to their clients without being influenced by outside interests.
Financial Advisor Disclosures to Know:
NAVIGO WEALTH MANAGEMENT, LLC has a clean regulatory record and has no reported disciplinary actions or legal disputes. The firm is also committed to providing complete transparency and disclosure to their clients regarding any potential conflicts of interest.