Navwell Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning to individuals and high‑net‑worth individuals, offering both ongoing and project‑based planning engagements as well as discretionary portfolio management. It also assists clients in selecting outside managers and may recommend third‑party professionals (attorneys, accountants, insurance agents) when appropriate.
The adviser’s investment approach emphasizes asset allocation and Modern Portfolio Theory, with a tilt toward passive management using mutual funds and ETFs and consideration of tax and risk factors in portfolio construction. To implement models and scale services, the firm uses third‑party execution and model platforms (including a robo‑advisor program and a model marketplace) and conducts periodic reviews of outside managers it recommends.
Notable for a small, recently formed independent adviser, the firm combines a solo‑advisor model with institutional experience and a CFP®‑qualified principal, and it relies on multiple platform options (traditional custodial relationships alongside automated and model marketplaces) rather than a single execution channel. The firm also executes client accounts on an individual basis rather than aggregating block trades and operates as a fee‑only adviser that does not accept commissions.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.79% $2,000,001+: 0.59%
Project-Based Financial Planning hourly rate is $200, negotiable.
Fee-only: Financial planning fees: Ongoing Financial Planning $3,000 to $6,000 annually (paid monthly in advance), initial fee up to $2,500, Project-Based Financial Planning at $200/hour.
Main office
1225 Franklin Ave, Suite 325
Garden City NY 11570
Advisors at this office
1
Most active in
New York
Also doing business as
Navwell Advisors · Navwell Advisors Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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