About NAVIGOE, LLC
NAVIGOE, LLC is a financial advisory firm that specializes in providing personalized financial planning and investment management services to its clients. With a team of experienced and knowledgeable advisors, NAVIGOE, LLC is committed to helping clients achieve their financial goals and navigate the complex world of finance.
How the Advisor Helps Clients – Key Takeaways:
- Providing personalized and comprehensive financial planning and investment management services.
- Helping clients understand and achieve their financial goals.
- Navigating the complexities of the financial world for the client’s benefit.
Facts and Insights:
NAVIGOE, LLC has over 15 years of experience in the financial industry, providing clients with expert advice and guidance. The firm has a team of 10 advisors with a combined total of over 100 years of experience in finance and investment management.
The firm’s mission is to empower clients to make informed financial decisions by providing them with personalized, unbiased, and comprehensive financial advice.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Personalized financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types:
NAVIGOE, LLC serves a diverse range of clients, including high net worth individuals, business owners, families, and professionals. The firm understands that each client has unique financial goals and needs, and they tailor their services to meet those specific needs.
Fees & Compensation:
NAVIGOE, LLC operates on a fee-based structure, meaning that they charge a percentage of a client’s assets under management as their fee. This ensures that the firm’s interests are aligned with the client’s, and there are no conflicts of interest in the advice and recommendations given.
The firm may also charge additional fees for certain services, such as financial planning or estate planning. These fees will be fully disclosed and agreed upon before any services are rendered.
Background:
NAVIGOE, LLC was founded in 2005 by a team of experienced financial advisors with a shared vision of providing transparent and objective financial advice to clients. The firm has since grown to become a trusted and respected name in the financial advisory industry, known for its commitment to putting clients’ best interests first.
The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA).
Financial Advisor Disclosures to Know:
NAVIGOE, LLC has a fiduciary duty to act in the best interests of its clients at all times and disclose any potential conflicts of interest. They are committed to being transparent and providing clients with all the necessary information to make informed decisions.
As a Registered Investment Advisor, NAVIGOE, LLC must adhere to strict regulatory guidelines and undergo regular audits to ensure compliance. The firm has a clean disciplinary record, with no regulatory actions taken against them.