A complete list of active advisors currently associated with Navigate 401K, LLC
Warmer can help you find a great advisor at Navigate 401K, LLC or one who fits your needs even better.
Navigate 401k, LLC advises corporate plan sponsors, pension and profit-sharing plans and provides retirement plan consulting and management services for these institutional clients. The firm manages approximately $318 million in discretionary assets and offers plan design, investment lineup selection and monitoring, plan administration support, co‑fiduciary assistance, and benchmarking, and it has recently added the ability to provide retail advisory accounts. The firm’s work centers on aligning plan investment lineups with each plan’s Investment Policy Statement and providing ongoing monitoring of Designated Investment Alternatives, Qualified Default Investment Alternatives, and model portfolios. Portfolios are constructed primarily with mutual funds and ETFs across risk profiles and the firm employs common institutional approaches such as strategic asset allocation, rebalancing guidance, dollar‑cost averaging, and periodic account reviews; advisory fees are generally asset‑based. Compared with many peers, Navigate 401k emphasizes pension consulting services—providing fiduciary governance and committee reviews, vendor management and RFP support, benchmarking, and assistance in developing and maintaining fiduciary audit files—and it offers participant and fiduciary education through group enrollment, workshops, and individual support. The firm does not take custody of client assets (custodians are selected by plan sponsors), supports plan transitions and vendor negotiations, and uses third‑party platforms to service its retail accounts while maintaining an affiliation with a separate adviser that serves individual and high‑net‑worth clients.
To learn more about the advisors currently working at Navigate 401K, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Birmingham, AL
| 2
| |
Birmingham, AL
| 20
| |
Birmingham, AL
| 13
|
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