Navigate Private Wealth, LLC
Assets Under Management
$462.6M
Number of Clients
1,804
Number of Advisors
7
Average Client AUM
$256K
AUM per Advisor
$66.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Navigate Private Wealth LLC offers comprehensive portfolio management, financial planning & consulting, pension consulting, and estate planning & consulting. They tailor advice to individual client needs and allow reasonable restrictions on investments. The firm uses various analysis methods, including quantitative, technical, and computer models.
Fee Structure
For portfolio management, fees range from 0.40% to 2.00% based on asset level and complexity, with a minimum account size of $250,000. Accounts below this minimum may be managed for $40 per account annually, not exceeding 3% of AUM. Financial planning fees range from $400 to $20,000 annually or $150 to $450 hourly. Estate planning has a one-time fee up to $1,150, with ala carte services from $50 to $250.
Areas of Practice
Location
12012 South 700 East, Suite 100, Draper, UT, 84020