About NAVITAS CAPITAL MANAGEMENT, LLC
NAVITAS CAPITAL MANAGEMENT, LLC is a leading financial management firm that helps clients achieve their financial goals. With years of experience and a team of skilled advisors, NAVITAS CAPITAL MANAGEMENT is dedicated to providing the best financial solutions to its clients.
How does the advisor help clients – Key Takeaways:
| Services Offered | Client Types | Fees & Compensation |
|---|---|---|
| Investment Management | Individuals, Families, Institutions | Fee-based |
| Financial Planning | High-net-worth individuals and families | Asset-based |
| Retirement Planning | Businesses, Non-profit organizations | Performance-based |
| Estate Planning |
With a wide range of financial services offered, NAVITAS CAPITAL MANAGEMENT helps clients in various stages of their financial journey. Whether it is investment management, financial planning, retirement planning, or estate planning, the firm provides tailor-made solutions to suit the individual needs and goals of each client.
Facts and Insights:
- Assets Under Management: $500 million
- Number of Advisors: 7
- Years in Business: 10
With over $500 million in assets under management, NAVITAS CAPITAL MANAGEMENT has a strong record of success in managing clients’ investments. The firm’s team of 7 highly skilled advisors bring a combined experience of 10 years in the financial industry, providing expert guidance and advice to clients.
Financial Services Offered:
Investment Management: NAVITAS CAPITAL MANAGEMENT follows a disciplined and research-driven approach to build and manage investment portfolios for its clients. The firm’s investment strategies are designed to help clients achieve their long-term financial goals while managing risks.
Financial Planning: NAVITAS CAPITAL MANAGEMENT offers comprehensive financial planning services, which include analyzing clients’ financial situation, setting financial goals, and creating a customized plan to achieve these goals.
Retirement Planning: The firm helps clients plan for a secure and comfortable retirement by creating a retirement plan tailored to their specific needs and goals. This includes reviewing retirement accounts, estimating retirement expenses, and implementing strategies to maximize retirement income.
Estate Planning: Financial advisors at NAVITAS CAPITAL MANAGEMENT work closely with clients to establish an estate plan that protects and distributes their assets according to their wishes. The firm also helps clients minimize estate and gift taxes to ensure their legacy is preserved for future generations.
Client Types:
NAVITAS CAPITAL MANAGEMENT serves a diverse range of clients, including individuals, families, high-net-worth individuals, businesses, and non-profit organizations. The firm’s personalized approach to financial management allows them to provide tailored solutions for each client’s unique financial situation and goals.
Fees & Compensation:
NAVITAS CAPITAL MANAGEMENT operates on a fee-based compensation structure, where clients pay a percentage of their assets under management. This ensures that the firm’s interests are aligned with its clients’ goals, as they only earn more when their clients’ investments grow.
Background:
NAVITAS CAPITAL MANAGEMENT was founded in 2010 with a mission to provide expert financial guidance and management services to help clients achieve financial success. The firm’s team of advisors are highly qualified and have a wealth of knowledge and experience in the financial industry, making them a trusted partner for clients’ financial needs.
Financial Advisor Disclosures to Know:
As a responsible and transparent financial management firm, NAVITAS CAPITAL MANAGEMENT discloses any potential conflicts of interest or disciplinary actions that could affect their ability to serve clients. Clients can also refer to the firm’s Form ADV to review critical information about the firm’s policies and practices.