Navellier & Associates Review


Trust Score 86%
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Navellier & Associates, federally registered in 1987, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 1 advisors. Navellier & Associates manages $1 billion and provides investment advisory services for 2,929 clients (1:2929 advisor/client ratio).

The management fee generally varies from 0.30% to 1.25% of assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 31 years

Considerations


  • There is only one licensed advisor for every 2929 clients (industry average 1:50)
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes The management fee generally varies from 0.30% to 1.25% of assets under management.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $507,865
Hybrid Advisor No
Disciplinary History No
Total AUM $1 billion
Advisor / Client Ratio 1:2929
Headquarters Reno, NV
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