Navwell Advisors

Overview

Navwell Advisors is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model is flexible, combining a percentage-of-AUM billing with hourly and fixed-fee arrangements. The adviser is identified as a capital allocator but is not flagged as an active ESG investor, a multistate adviser, or a pension consultant.

Assets & Accounts

Investments & Alternatives