Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees may be negotiable in certain situations.
Fee Estimator
Wealth Navigation charges an annual advisory fee based on a percentage of assets under management, billed quarterly. Fees may be negotiable. Clients also pay brokerage commissions, transaction fees, custodial fees, and other third-party charges. Financial planning fees are fixed and depend on the scope and complexity of the plan, with an approximate hourly rate of $250-$300. A down payment of up to 100% may be required.
Areas of Practice
Advisor Information
Office location
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT, 84014
Get directionsRegulatory History (1)
Customer Dispute
June 2023Other Business ActivitiesSells Insurance
Adam is involved in numerous business activities, including insurance sales, real estate, equipment rentals, and holding companies. He owns Wasatch Retirement Group LLC, which focuses on life insurance, retirement cash flow planning, fixed annuities, and Medicare insurance sales, and WRG Insurance LLC, an insurance producer entity.