Navalign, LLC
Assets Under Management
$655.6M
Number of Clients
714
Number of Advisors
6
Average Client AUM
$918K
AUM per Advisor
$109.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Navalign, LLC provides investment advisory services including asset management, financial planning & consulting, and pension consulting. They tailor investment strategies to client needs, emphasizing communication and education. They utilize third-party money managers and offer financial planning encompassing various areas like cash flow, retirement, and estate planning.
Fee Structure
For asset management, the maximum annual fee is 1.25%. Clients using a Third-Party Money Manager/SMA may pay up to 2.50% total. Financial planning and consulting are charged hourly (minimum $300) or flat fees ($4,000 to $25,000). Pension consulting fees are based on a percentage of Plan assets under management, not exceeding 0.60%. A minimum annual fee of $4,000 applies to Asset Management, Pension Consulting, and Financial Planning services, but may be waived.
Areas of Practice
Location
15910 Ventura Blvd, Suite 1605, Encino, CA, 91436