CHOOSE WHAT'S RIGHT FOR YOU USING OUR

FINANCIAL FEE MATRIX

ROBO ADVISOR
COMPASS INVESTMENT MANAGEMENT
COMPASS FINANCIAL
PLANNING
COMPASS WEALTH
MANAGEMENT

Minimum $500

Low Discounted Fees

Automatic Investment Plan

Advisor Available for Phone Calls

Solution for Beginners of Young Investors / Do-it-yourselfers

Online Profile Risk / Goals

Exclusive Digital Platform

Managed Mutual Fund Portfolios

Online Easy Account Opening

Automatic Rebalancing Online

Online Investor Portal Ladenburg Thalmann Asset Management serves as Portfolio Manager

Discounted Fees

**Fees Determined by Compass Tiered Fee Schedule Plus $1,800

Automatic Investment Plan

Advisor Available for Phone Calls

Solution for More Experienced Investors Wanting Advice

Your Own Compass Personal Website

Your Own Document Storage Vault

Professional Advisor Personal Advice

 

Investment Policy Statement

 

Money Manager Selection

 

Account Aggregation Services

 

Custom Investment Solutions

 

Detail Performance Reporting

 

Assist with IRA/ Plan Rollovers

 

Review Meetings (as often as needed) 

 

Tax/Cost Basis Reporting

 

Client Communications & Events

 

Review & Define Goals/Objectives

 

Risk Tolerance Analysis with Score 

 

Navigation Compass Access

 

Custom Asset Allocation

 

Back Office Assistance

Portfolio Rebalancing

Online Account Access

Independent Platform of Best of Class Money Managers

Compass Tiered Fee Schedule

Retirement Need Analysis

Retirement Distribution Strategies

 

Estate Planning

 

Tax Planning

 

Risk & Protection Planning

 

Social Security / Healthcare Planning

 

Life Event Planning

 

Debt Elimination Strategies

 

Divorce Planning

 

Education Funding Strategies

 

Total Financial Position Analysis 

 

Net Worth Analysis

 

Cash Flow Analysis

 

Collaboration w/ other Professionals

 

Wealth Conservation

 

Gifting / Legacy Planning

 

Trust Integration

 

Charitable Giving Tax Strategies

 

Family Generational Planning

 

Comprehensive Insurance Review

 

Executive Compensation Including Stock Options & Concentrated Positions 

 

Business Succession 

Planning

***Business Retirement Plans

**Fees Determined by Compass Tiered Fee Schedule Plus $900

Automatic Investment Plan

Advisor Available for Phone Calls

Solution for More Experienced Investors Wanting Advice

Your Own Compass Personal Website

Your Own Document Storage Vault

Professional Advisor Personal Advice

 

Investment Policy Statement

 

Money Manager Selection

 

Account Aggregation Services

 

Custom Investment Solutions

 

Detail Performance Reporting

 

Assist with IRA/ Plan Rollovers

 

Review Meetings (as often as needed) 

 

Tax/Cost Basis Reporting

 

Client Communications & Events

 

Review & Define Goals/Objectives

 

Risk Tolerance Analysis with Score 

 

Navigation Compass Access

 

Custom Asset Allocation

 

Back Office Assistance

Portfolio Rebalancing

Online Account Access

Independent Platform of Best of Class Money Managers

Compass Tiered Fee Schedule

Retirement Need Analysis

Retirement Distribution Strategies

 

Estate Planning

 

Tax Planning

 

Risk & Protection Planning

 

Social Security / Healthcare Planning

 

Life Event Planning

 

Debt Elimination Strategies

 

Divorce Planning

 

Education Funding Strategies

 

Total Financial Position Analysis 

 

Net Worth Analysis

 

Cash Flow Analysis

 

Collaboration w/ other Professionals

**Fees Determined by Compass Tiered Fee Schedule

Automatic Investment Plan

Advisor Available for Phone Calls

Solution for More Experienced Investors Wanting Advice

Your Own Compass Personal Website

Your Own Document Storage Vault

Professional Advisor Personal Advice

 

Investment Policy Statement

 

Money Manager Selection

 

Account Aggregation Services

 

Custom Investment Solutions

 

Detail Performance Reporting

 

Assist with IRA/ Plan Rollovers

 

Review Meetings (as often as needed) 

 

Tax/Cost Basis Reporting

 

Client Communications & Events

 

Review & Define Goals/Objectives

 

Risk Tolerance Analysis with Score 

 

Navigation Compass Access

 

Custom Asset Allocation

 

Back Office Assistance

Portfolio Rebalancing

Online Account Access

Independent Platform of Best of Class Money Managers

Compass Tiered Fee Schedule

801 S. Fillmore, Suite 530

Amarillo, Texas 79101
806.331.2600

advisor@navigationfinancial.com

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of this firm FINRA's BrokerCheck

The BBB has determined this business meets accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation does not mean that th ebusiness products or services have been evlauted or endorsed by the BBB, or that the BBB has made a determination as to the business product quality or competency in performing services.

Navigation Financial Group is not a CPA Firm. Advisor Representatives are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/SIPC. Planning and Advisory Services available through Securities America Advisors, Inc. $ymbil is offered by Ladenburg Thalmann Asset Management, Inc. (LTAM). Navigation Financial Group and its affiliates are independent of Securities America and LTAM.Securities America and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Not FDIC Insured, No Bank Guarantees, May Lose Value. Not a Deposit and Not Insured by any Government Agency.

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