Independent Advice

Navigate is an independent wealth adviser. That means we have no financial products to sell, and the recommendations we make are made because they are in the best interests of our clients.

We are fee-only advisers. That means that the only fee we receive is what is paid directly to us from our clients, and we do not receive any commissions from any investment company. Our fee is based on a percentage of assets under management.

Navigate does not safe keep securities in our offices. We safe keep client assets with a qualified custodian and our clients receive independent statements from the custodian in addition to our customized reports. This places our clients in a position of overview, control, and security. We operate like your personal CFO.