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NAVAM Investment Advisors, LLC (NAVAM) provides financial asset investment management services for individual and joint accounts, Ira accounts, and Ira-Rollover accounts. For entrepreneurs and businesses, NAVAM manages financial assets for pension plans such as defined contribution Profit Sharing plans, Keoghs, and SEP-Ira accounts, as well as, business or corporate financial assets.
All accounts are managed on an individual basis and all accounts are managed on a discretionary basis. Discount broker, TD Ameritrade is the primary custodial firm for client accounts. The four main investment strategies are conservative, moderate, moderately aggressive and aggressive. Special situation portfolios are also available. The investment strategy is mutually determined through the client interview process. NAVAM uses a combination of stocks, mutual funds, Reits, ETFs, CDs and municipal, corporate, and/or US Treasury debt obligations.
NAVAM Investment Advisors, LLC is a Registered Investment Advisor (RIA) and is primarily a fee based manager/advisor. Our annual management fee will range from ½ of 1% to 2% of assets under management depending on the account size and investment strategy. Under certain situations NAVAM can charge an hourly rate for special advisory services. NAVAM derives absolutely no income from transaction fees or mutual fund trail fees associated with a client’s account.
For additional explanation of services provided and fees charged, see NAVAM's Form ADV, Part II and Form ADV, Schedule F at "Important Forms".
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