Navigation Wealth Management, based out of Fort Collins, CO, is a highly reputable investment advisory firm. With over 580 individual clients and an impressive $109,650,000 in assets under management, they have established themselves as a trusted partner in wealth management.
Catering to a diverse clientele, Navigation Wealth Management specializes in handling employer 401Ks and individual accounts, boasting extensive experience in this field. The firm prides itself on managing 100% of their clients' assets on a discretionary basis, providing a high level of trust and expertise.
With a strong team of 9 dedicated employees, e...
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Assets Under Mgmt
$109.65M
Investment Professionals
9
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.