Naylor Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Naylor Asset Management, LLC provides investment supervisory services, hourly financial planning, and customized subadvisory solutions primarily for individual and high‑net‑worth clients. The firm does not sell commissioned insurance or annuity products and does not act as a custodian of client assets.
The firm generally operates on a non‑discretionary basis, recommending securities and obtaining client approval before executing trades while documenting objectives through investment policy statements and periodic reviews. When engaged as a sub‑advisor to other registered investment advisers, Naylor accepts discretionary trading authority and employs methods such as fundamental analysis, cyclical analysis, and Modern Portfolio Theory to construct portfolios.
Distinctive for a firm of its size, Naylor sponsors a wrap fee program and provides subadvisory services to third‑party advisers—arrangements that are less common among peers. It also delegates proxy voting to clients, bills advisory fees quarterly in advance, and states a policy of not receiving external sales commissions, reflecting a governance and compensation structure that differs from many comparable firms.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.00% annually Over $3,000,000+: Negotiable
Up to $550 per hour for financial planning and consulting
Main office
3800 American Boulevard West, Suite 1500
Bloomington MN 55431
Advisors at this office
1
Most active in
Michigan · Minnesota
Also doing business as
Fiat Asset Management LLC · Naylor Asset Management, LLC
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.
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