A complete list of active advisors currently associated with Naviter Wealth, LLC
Warmer can help you find a great advisor at Naviter Wealth, LLC or one who fits your needs even better.
Naviter Wealth serves individual and high‑net‑worth clients, providing financial planning and portfolio management services. The firm manages about $1.6 billion in client assets across roughly 303 client relationships supported by a team of 14 advisors. Naviter integrates portfolio management with financial planning and typically uses percentage‑of‑AUM fee arrangements common to multi‑advisor firms. The firm’s brochure also discloses that, in certain client arrangements, it may accept performance‑based fees. Notably, Naviter’s Form ADV discloses past disclosure events and indicates the use of performance‑based fees and client testimonials in its advertising, each of which is uncommon among similarly sized multi‑team firms. With its level of assets relative to client count and a low client‑to‑advisor ratio, the firm appears to focus on larger individual relationships and a comparatively limited client load per advisor.
To learn more about the advisors currently working at Naviter Wealth, 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.
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