Stephen
Smith
Navigate Private Wealth, LLC
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About this Advisor
Stephen Smith is a financial advisor based in Draper, Utah, working with Navigate Private Wealth, LLC. Stephen has previously held positions at Charles Schwab & Co., Inc, Brigham Young University, Alliance Health, Vivint Smart Home, and Navigate Private Wealth LLC. Stephen has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Stephen is part of Navigate Private Wealth, LLC, which operates out of Draper, Utah. The firm has 2 offices and 13 employees. The firm manages assets totaling $395.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Navigate Private Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Navigate Private Wealth, LLC Brokerage Details
$395,210,033
13
1,691
$233,714
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Stephen Smith Work History
Navigate Private Wealth LLC
Charles Schwab & Co., Inc
Brigham Young University
Alliance Health
Vivint Smart Home
Disclosures
Please visit the SEC profile of Stephen Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Navigate Private Wealth, LLC
Draper, UT
Draper, UT
Layton, UT
Draper, UT
Draper, UT
Draper, UT
Draper, UT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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