Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NavPoint's fees may be based on a percentage of assets under management, fixed fees (ranging from $500 to $20,000 annually), hourly charges ($150-$600 per hour for special projects), or a combination. The firm retains the discretion to negotiate fees on a client-by-client basis. Fees are billed quarterly in advance, except for hourly fees, which are billed monthly in arrears or at the end of the project. Clients are also responsible for custodian and broker-dealer fees, as well as mutual fund and ETF fees.
Areas of Practice
Advisor Information
Office location
16180 Hastings Ave SE Suite 301, Prior Lake, MN, 55372
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bruce is the owner of NavPoint Financial, Inc. and involved with Westwood Point Investments LLC (family investments). He also works as an outside consultant for law firms and provides business consulting on an as-needed basis.