Navigate 401k, LLC

Navigate 401k, LLC is a Registered Investment Adviser established in July 2020, based in Birmingham, Alabama. The firm specializes in company-sponsored retirement plan consulting and management services, offering services such as plan design, investment lineup selection, plan administration support, and education. The firm's investment strategies focus on asset allocation, dollar-cost averaging, technical analysis, long-term and short-term purchases. N401k charges asset management fees ranging from 0.10% to 1.15% annually, based on the amount of assets under management. The firm does not charge performance-based fees or participate in side-by-side management. Clients must have a minimum account size of $1,000,000, which may be waived at the firm's discretion. N401k does not have any reportable disciplinary events in the past ten years and does not have physical custody of client funds. The firm does not vote proxies on behalf of clients and does not have any financial requirements for clients beyond the standard fees. Clients have the option to grant the firm discretionary authority over their investments. Additional details on the firm's investment strategies and team can be found in the Brochure Supplement.