Navigen Wealth Management
Assets Under Management
$187.8M
Number of Clients
219
Number of Advisors
N/A
Average Client AUM
$857K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Navigen, LLC provides investment management and financial planning services to individuals, high net worth individuals, trusts, and estates. They offer advice through consultation, covering financial objectives, cash flow, tax, insurance, investment management, education, retirement, and estate planning. The firm is fee-based and does not sell commission-based financial products.
Fee Structure
Navigen's fees are based on a percentage of assets under management, hourly rates, or fixed fees. AUM fees are negotiable and can range up to 1.25%, depending on factors like the representative assigned, asset amount, complexity, and servicing needs. Similar clients could pay different fees. Stand-alone financial planning is offered at $300 per hour or on a fixed fee basis ranging from $2,000 to $10,000, depending on the scope of services.
Areas of Practice
Location
2300 Riverside Drive, Green Bay, WI, 54301