Naviter Wealth, LLC

Q: How much does Naviter Wealth, LLC charge?

Naviter Wealth, LLC charges 0.85% on the first $25 million, 0.40% on the next $25 million, 0.25% on the next $50 million, 0.20% on assets above $100 million according to their SEC Form ADV filing. See complete fee breakdown ↓

Q: Is Naviter Wealth, LLC a fiduciary?

Yes. As an SEC-registered investment advisor (CRD #311508), Naviter Wealth, LLC is subject to fiduciary duty under federal law.

Q: Where is Naviter Wealth, LLC located?

Naviter Wealth, LLC is headquartered in LITTLE ROCK, AR.

Q: How many clients does Naviter Wealth, LLC have?

Naviter Wealth, LLC serves 233 high-net-worth clients according to their SEC filing dated March 5, 2026. View client details ↓

Q: What services does Naviter Wealth, LLC offer?

According to their SEC Form ADV, Naviter Wealth, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓

Q: How much does Naviter Wealth, LLC manage?

Naviter Wealth, LLC manages $1.6 billion in client assets according to their SEC filing dated March 5, 2026.

Q: What types of clients does Naviter Wealth, LLC serve?

According to their SEC Form ADV, Naviter Wealth, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓

Overview

Headquarters: Little Rock, AR
Average Client Assets: $6.4 million
SEC CRD Number: 311508

Fee Structure

Primary Fee Schedule (NAVITER WEALTH LLC FORM ADV2A (""DISCLOSURE BROCHURE""))

Min	Max	Marginal Fee Rate
$0	$25,000,000	0.85%
$25,000,001	$50,000,000	0.40%
$50,000,001	$100,000,000	0.25%
$100,000,001	and above	0.20%

Illustrative Fee Rates

Total Assets	Annual Fees	Average Fee Rate
$1 million	$8,500	0.85%
$5 million	$42,500	0.85%
$10 million	$85,000	0.85%
$50 million	$312,500	0.62%
$100 million	$437,500	0.44%

Clients

HNW Share of Firm Assets: 92.76%
Total Client Accounts: 967
Discretionary Accounts: 967

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

Additional Brochure: NAVITER WEALTH LLC FORM ADV2A (""DISCLOSURE BROCHURE"") (2026-03-05)

View Document Text

Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com   Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com ............................................................................................................................................................ 4 ............................................................................................................................................ 4 ...................................................................................................................................... 6 ...................................................................................................................................................... 6 ......................................................................................................................................... 6 .............................................................................................................................................. 6 .......................................................................................................................................................................... 7 ............................................................................................................................................... 8 ................................................................................................................ 8 ............................................................................................................................ 8 ...................................................................................................................................................... 9 ................................................................................................................................................................... 10 ............................................................................................................................................................. 12 ................................................................................................................... 12 ...................................................................................................... 12 ................................................................................................................ 12 ............................................................................................................................. 13 ......................................................................................................................... 13 ................................................................................................................................................. 14 ..................................................................................................................................................... 14 ............................................................................................................................................................ 14 ......................................................................................................................... 14 ............................................................................................................................ 15 Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com     Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com   Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com A. Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com B. Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com A. B. C. D. Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com A.    B. Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com A. B. C. A. Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com B. Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com California In response to a California law, to be conservative, we assume accounts with California addresses do not want us to disclose personal information about you to non-affiliated third parties, except as permitted by California law. We also limit the sharing of personal information about you with our affiliates to ensure compliance with California privacy laws. Naviter Wealth, LLC 1 Information Way, Suite 400 Little Rock, AR 72202 www.naviterwealth.com

Frequently Asked Questions

How much does Naviter Wealth, LLC charge?

Is Naviter Wealth, LLC a fiduciary?

Where is Naviter Wealth, LLC located?

How many clients does Naviter Wealth, LLC have?

What services does Naviter Wealth, LLC offer?

How much does Naviter Wealth, LLC manage?

What types of clients does Naviter Wealth, LLC serve?