Navigator Asset Management LLC
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Learn more about Navigator Asset Management LLC
Overview
Navigator Asset Management LLC is a financial advisory firm based in One Liberty Place, Philadelphia, Pennsylvania, 19103. The firm is registered in Pennsylvania and does not hold a broker dealer registration.
The firm oversees $13.1 million in assets under management (AUM) across 2 accounts. These accounts are managed by a team of 6 financial advisors. All accounts at Navigator Asset Management LLC are managed on a discretionary basis, which means the firm's portfolio managers have the authority to make investment decisions on behalf of their clients without requiring prior approval.
The firm provides portfolio management services for pooled investment vehicles and is affiliated with the financial industry as a commodity pool advisor.
Navigator Asset Management LLC operates with two types of fee structures: asset-based and performance-based. The firm does not participate in a wrap fee program.
The firm primarily works with pooled investment vehicles, which is its largest client type by accounts. This information provides an overview of the firm's operations, services, and client base.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Navigator Asset Management LLC by the Numbers
$13.1 million
11
2
$6.6 million
Fee Structure
Fees for financial advice largely are based on the type of financial services offered. Fees billed by Navigator Asset Management LLC most likely consist of the following fee types: asset-based or performance-based. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its two accounts, Navigator Asset Management LLC's largest client type by number of accounts is pooled investment vehicles. None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Navigator Asset Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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