Navigoe, LLC

Overview

Navigoe, LLC is an independent, SEC-registered registered investment adviser formed in 2013 and organized as a limited liability company. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing and fixed fees. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Navigoe is not identified as an active ESG investor and is not designated as a multi-state adviser.

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Location & Offices