Navigate Private Wealth

Financial Advisor in Draper, UT

Firm Info
Address: 12012 S 700 E, Draper, UT 84020, USA
Phone: (801) 676-4549

Firm Size
Assets Under Management: $459.9 million
# of Advisors: 11
# of Clients: 2,024
Client to Advisor Ratio: 184:1
Average Account Size: $227,214
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Navigate Private Wealth, LLC Overview

Navigate Private Wealth, LLC is a fee-only registered investment advisory firm. Based in Draper, UT, the firm has been in business since 2014. They provide expert investment advice to individuals and small businesses across the country. Navigate Private Wealth is a one-stop-shop for all of your investment needs, offering services such as financial planning, portfolio management, and pension consulting services. In addition to their core investment services, Navigate Private Wealth, LLC specializes in estate planning and consulting. This highly specialized service can be critical for individuals seeking to protect their assets and ensure their loved ones are taken care of after their passing. Navigate's expert team of advisors works closely with clients to create customized estate plans that match each client's specific needs. As a fee-only investment advisory firm, Navigate Private Wealth is committed to transparent, client-centered services. They do not receive commissions or other incentives for recommending specific investment products, which means their advice is unbiased and always in the client's best interest. With Navigate, you can trust that your financial future is in good hands.

NAVIGATE PRIVATE WEALTH, LLC has a diverse range of clientele that they serve. Their clients include individuals looking to invest their money, as well as high net worth individuals looking for more tailored wealth management solutions. NAVIGATE PRIVATE WEALTH, LLC understands the unique needs of each client and is committed to providing personalized services that exceed their expectations. When it comes to fees, clients have access to various fee structures depending on the nature of the services provided. NAVIGATE PRIVATE WEALTH, LLC offers percentage-based fees related to assets under management (AUM). This structure is common and aligns the firm's compensation with the performance of the investments they manage. For clients who require more specific advice, NAVIGATE PRIVATE WEALTH, LLC offers an hourly fee structure. This allows clients to pay only for the amount of time and services they require. Finally, fixed fees are available for service packages, allowing clients to budget accurately for ongoing services. NAVIGATE PRIVATE WEALTH, LLC is dedicated to providing transparent and flexible fee structures to ensure their clients' peace of mind.

Typical Clients, Fee Structures & Investment Minimum

ongoing basis. Therefore, the investment minimum for Navigate Private Wealth's Comprehensive Portfolio Management service is $250,000. However, clients with accounts that have a total value of less than $250,000 can still use this service if they agree to pay an advisory fee of $40 per account.

How This Office Can Help Draper, UT Residents

Navigate Private Wealth provides a range of personalized financial planning services to clients in Draper, UT. With the booming local economy and rapidly growing population, many clients are seeking expertise in managing their wealth and investments. We work closely with our clients to understand their unique financial situations, whether they are busy professionals balancing competing priorities or retirees planning for their future. For those living in Draper, UT, with significant income or assets, our wealth management services can help protect and grow their investments. This may include strategies to diversify portfolios, manage risk, and navigate complex financial landscapes. We also offer tax planning and estate planning services to help minimize tax liabilities and ensure a smooth transfer of wealth to future generations. Additionally, we assist small business owners in creating and managing retirement plans for their employees. With our expertise and guidance, clients in Draper, UT can achieve financial peace of mind and confidently plan for their future.

To view the Minimum Investment and Fee Schedule for Navigate Private Wealth, LLC, visit their Part 2 Brochure.

Services Offered by Navigate Private Wealth, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Navigate Private Wealth, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 12012 S 700 E, Draper, UT 84020, USA
Phone (801) 676-4549
Opening Hours
  • Mon 9 AM–4 PM
  • Tue 9 AM–4 PM
  • Wed 9 AM–4 PM
  • Thu 9 AM–4 PM
  • Fri 9 AM–2 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
4 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Navigate Private Wealth, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Idaho
  • Nevada
  • New Hampshire
  • Oregon
  • Texas
  • Utah
  • Washington

Disciplinary History

Navigate Private Wealth, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs