Documents & Disclosures - Navigate Financial

General

Privacy Notice

Helping you understand how we use your data.

client agreements

Advisory Agreement

3(21) ERISA Service Agreement

A collaborative arrangements whereby Navigate Financial provides recommendations and guidance to the plan sponsor and assumes a limited-scope fiduciary role. The plan sponsor retains the primary fiduciary responsibility for managing the plan’s investments.

Advisory Agreement

3(38) ERISA Service Agreement

An arrangement whereby the plan sponsor hires Navigate Financial to exercise discretion and to assume responsibility and liability for managing the plan’s investments.

Advisory Agreement

Advisory Agreement

3(21) ERISA Service Agreement

A collaborative arrangements whereby Navigate Financial provides recommendations and guidance to the plan sponsor and assumes a limited-scope fiduciary role. The plan sponsor retains the primary fiduciary responsibility for managing the plan’s investments.

3(38) ERISA Service Agreement

An arrangement whereby the plan sponsor hires Navigate Financial to exercise discretion and to assume responsibility and liability for managing the plan’s investments.

disclosures

Form ADV Part 1

This disclosure provides general information about Navigate Financial.

Form ADV Part 2B

This disclosure provides information about our advisors, who act on behalf of our firm.

Form ADV Part 2A

This disclosure provides a description of Navigate Financial’s services and product offerings.

Form ADV Part 3

This disclosure, the Customer Relationship Summary (CRS), provides information about your relationship with Navigate Financial.

Form ADV Part 1

This disclosure provides general information about Navigate Financial.

Form ADV Part 2A

This disclosure provides a description of Navigate Financial’s services and product offerings.

Form ADV Part 2B

This disclosure provides information about our advisors, who act on behalf of our firm.

Form ADV Part 3

This disclosure, the Customer Relationship Summary (CRS), provides information about your relationship with Navigate Financial.

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Our Company

Services

Documents & Disclosures

Investment advisory services are offered through Navigate Financial LLC, an investment adviser registered with the Securities and Exchange Commission. Such registration does not imply endorsement or approval. Investing involves risks, and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities, and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal, or tax advice.

Any testimonials contained herein are provided by current clients of Navigate Financial LLC. These clients have not been paid for their testimonials, and there are no material conflicts of interest that would affect the given testimonials. Testimonials may not represent the experiences of other clients, nor do they guarantee the same or similar experience or future performance success.

Any endorsements contained herein are provided by promoters or influencers. These individuals have been compensated by Navigate Financial LLC. That compensation may have included free or discounted advice or planning services. Endorsements may not represent the experiences of other promoters or influencers, nor do they guarantee the same or similar experience or future performance success.

This material may contain data, links, or other content from third parties. Although Navigate Financial LLC only provides information from sources it believes to be accurate and reliable, it does not guarantee the accuracy or reliability of third party content. Any hyperlinks provided are intended as additional perspectives, should not be construed as an endorsement, and may contain a separate privacy policy.