Navigo Wealth Management
Navigo Wealth Management provides comprehensive investment advisory services for physicians and high net worth individuals. Founded in Sugarland, Texas they have over 50 years of combined industry experience in both Certified Financial Planning as well as Investment Management. The basis for high income professionals’ financial plans should involve maximizing the tax benefits of qualified retirement plans. From there a portfolio can be constructed with a foundation of low-cost index funds. However, it cannot stop there as portfolio management becomes essential to maintain appropriate allocations, while diversifying and rebalancing assets. Navigo Wealth has a proven discipline that helps reduce portfolio drawdowns to protect during economic unrest. In addition, all physician clients have direct access to Chase Cawyer, MD who is currently in full time practice himself to help answer any questions or concerns regarding your personalized plan. You can contact them here.
- Services: Financial planning, investment management
- Fee Structure: Flat-fee for consults, tiered AUM-based flat-fee for ongoing relationship
- Location: Works virtually with all clients, advisors reside in Texas and Alabama
- Navigo Wealth Management Application, ADV2
- Website, [email protected], (281)201-3688
Consult Fee: $1,500 for one-time assessment and ongoing 3 month support. Special $1,000 for trainees (students/residents/fellows).
Client Fee: Based on assets clients would like Navigo Wealth to assist in supervising
$250,000 – $500,000: $1,250/quarter
$500,000 – $750,000: $1,875/quarter
$750,000 – $1,000,000: $2,500/quarter
$1,000,000 – $2,000,000: $3,250/quarter
>$2 million: negotiable for clients