Navigo Wealth Management Fees & Minimum

Overview

Total Firm Assets: $130 million
Average High-Net-Worth Client Portfolio Size: $1.4 million
Stated Minimum Account Size: $100,000

Fee Disclosure

Source: NWM ADV 2A (2026-10-13) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$5,000,000	1.00%
$5,000,001	$10,000,000	0.75%
$10,000,001	and above	0.50%

Stated Minimum Annual Fee: $1,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$50,000	1.00%
$10 million	$87,500	0.88%
$50 million	$287,500	0.58%
$100 million	$537,500	0.54%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 87.20%
Number of High-Net-Worth Clients: 82
Total Client Accounts: 560
Discretionary Accounts: 558
Non-Discretionary Accounts: 2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 146265

NWM ADV 2A (2026-10-13) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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