Navigator Partners is a mid-sized advisory firm based in Jackson. It manages $6.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Navigator Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Navigator Partners is $6.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Navigator Partners for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Scott Howell Kirkpatrick has been acting as President since 1 Dec 1996. Lawrence Harvey Weisman joined the executive team most recently as the Vice President.
The principal office where Navigator Partners performs its advisory services is located at 610 W. Broadway, Jackson, WY 83001 The mailing address of the firm is P.O. Box 12350, Jackson, WY 83002. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 307-734-5000 or by fax 307-734-5002. The normal business hours are 8am-4pm on Monday - Friday.