Navigo Wealth Management
Navigo Wealth Management provides comprehensive investment advisory services for physicians and high net worth individuals. Founded in Sugarland, Texas they have almost 50 years of combined industry experience. Utilizing low-cost funds, their portfolio management style consists of appropriately allocating, diversifying and rebalancing assets with a discipline that helps reduce portfolio drawdowns to protect during economic unrest. They have a practicing physician, Chase Cawyer M.D. M.B.A., who currently advises all physician clients, believing that investing properly starts with a comprehensive personal financial plan. You can contact them here.
- Services: Financial planning, investment management
- Fee Structure: Flat-fee, tiered AUM-based flat-fee
- Location: Texas and Alabama
- Navigo Wealth Management Application, ADV2
- Website, [email protected], (281)201-3688
General Financial Assessment: $125/hr (4 hr minimum)
Review current benefits, investment accounts, insurances, debt management, salary adjustments, etc.
Client Fee: Based on value of accounts under direct management (does not include 401(k)/403(b) etc.)
$100,000-$1,000,000: $1,000 to $10,000/yr
>$1 million: negotiable for physician clients