Navigoe, Llc
Redondo Beach, California
5.0
10 Reviews
NAVIGOE, LLC, headquartered in Redondo Beach, CA, is a prominent investment advisory firm with a substantial client base. With over 80 individual clients, the company manages a staggering $283,412,000 in assets. Known for their expertise and personalized approach, NAVIGOE specializes in providing tailored financial solutions to high net worth individuals. While their primary focus is on discretionary management of assets, NAVIGOE also possesses the capability to handle employer funds, although such accounts constitute less than 30% of their total assets under management. The firm operates out of a single office and maintains a le...
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Assets Under Mgmt

$283.41M

Investment Professionals

2

Locations

0

% 401K & Individual

13%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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