NAVIGATE PRIVATE WEALTH, LLC
Draper, Utah
3.7
3 Reviews
Navigate Private Wealth, LLC, a local investment advisory firm based out of Draper, UT, is dedicated to providing exceptional financial services to their clients. With over 1,320 individual clients, they manage an impressive portfolio of assets totaling over $338,930,000. Having three offices, Navigate Private Wealth, LLC serves a wide range of clients, offering comprehensive solutions tailored to their unique needs.
One area of expertise for Navigate Private Wealth, LLC lies in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. Their extensive experience in this s...
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Assets Under Mgmt
$338.93M
Investment Professionals
11
Locations
2
% 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
Pension consulting services
Other: ESTATE PLANNING & CONSULTING
Other Business Activities
Insurance broker or agent
Articles
Articles
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.