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.

Promotions

$60 for 60

Sixty-year-olds have a lot on their plate and a lot to plan for. If you're sixty years old, enjoy a one-year subscription for just $60! Use code "60FOR60" at checkout.

housewarming gift

Looking for a good housewarming gift? Give something that will help your friends manage the expenses of home ownership! Buy a one-year subscription for $199 ($100 off the annual subscription fee).

HERE COMES THE BRIDE!

Building a relationship with a financial advisor is a great way for a newlywed couple to start on the right financial track! Gift them a one-year subscription for $199 ($100 off the annual subscription fee).

graduation may

College graduates who subscribe during the month of May enjoy 50% off the regular cost of a monthly subscription for the first year. $12.50/month for one year. That's the cost of one college textbook, and perhaps even more valuable! Use code "GRADUATION" at checkout.