Navigate Wealth Management, Llc
Birmingham, Alabama
Navigate Wealth Management, LLC is a local investment advisory firm based out of Birmingham, AL, with a team of seven dedicated professionals. With an average of $55,160,000 in assets under management per investment advisor, they provide comprehensive investment advisory services to their diverse client base. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with their clients' financial goals. With over 120 individual clients and a staggering $226,565,000 in assets under management, Navigate Wealth Management, LLC focuses primarily on serving high-net-worth i...
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Assets Under Mgmt

$226.57M

Investment Professionals

7

Locations

2

% 401K & Individual

15%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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