Navigate Private Wealth, LLC

Navigate Private Wealth LLC is a financial advisory firm based in Draper, UT, established in 2014. The firm specializes in providing investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit sharing plans, and various types of businesses. Their services include Comprehensive Portfolio Management, Financial Planning & Consulting, Pension Consulting, and Estate Planning & Consulting. For Comprehensive Portfolio Management, fees range from 0.40% to 2.00% based on asset levels and complexity. Financial Planning & Consulting fees range from $400 to $20,000 annually. The firm may recommend investments in private equity and structured products, emphasizing risk management and diversification. Clients have the option to impose restrictions on investments, and the firm does not offer wrap fee programs. Navigate Private Wealth LLC manages $461,047,754 on a discretionary basis and $1,517,500 on a non-discretionary basis as of December 31, 2024. The firm has custody of client assets invested in funds offered by Ollin Ventures and follows SEC guidelines for safeguarding client assets. The firm does not accept performance-based fees and does not have proxy voting authority. Clients receive regular account reviews and reports, with an emphasis on transparency and client communication.