Navpoint Financial, Inc.

Overview

Navpoint Financial, Inc. is an independent registered investment advisor that has been SEC-registered since 1998 and is owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee schedule includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Regulatory and operating attributes in the available data indicate Navpoint is not a multi-state adviser, does not self-identify as an active ESG investor, and does not act as a capital allocator, pension consultant, or related adviser. The firm's business model centers on discretionary portfolio management for private clients rather than institutional or capital-raising activities.

Assets & Accounts

Public Holdings

Investments & Alternatives