Navpoint Financial, INC.
Assets Under Management
$643.6M
Number of Clients
229
Number of Advisors
3
Average Client AUM
$2.8M
AUM per Advisor
$214.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
NavPoint Financial is a federally registered investment adviser offering investment management, financial advice, and financial planning services. They tailor their services to each client's needs, considering factors like objectives, risk tolerance, and liquidity needs. They also provide special project assistance for complex financial situations. They look at a client’s situation and assets holistically, even if they may be directing strategies affecting only a portion of the assets.
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
Location
16180 Hastings Ave SE Suite 301, Prior Lake, MN, 55372