Menu
Navigen Wealth Management
Green Bay, Wisconsin
Navigen Wealth Management, headquartered in Green Bay, WI, is a reputable investment advisory firm specializing in providing personalized financial solutions to high net worth individuals. With a team of three dedicated professionals, including two experienced investment advisors, they offer comprehensive wealth management services. Navigen manages a substantial portfolio, averaging approximately $102,360,000 in assets under management per investment advisor, aligning with industry standards.
The firm's compensation structure is diverse, incorporating various methods, such as a percentage of assets under management. Their client ...see more
Assets Under Mgmt
$141.18M
Investment Professionals
2
Locations
1
% 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
Disclosures
- Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
Reviews for Navigen Wealth Management
Loading...
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.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.