Navigator Partners (Jackson)

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.

Navigator Partners: assets under management

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 firm manages $6.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.5 million each.

Fees & Commissions

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.

Careers at Navigator Partners

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Howell Kirkpatrick	President	1 Dec 1996	75% - 100%	1758477
Lawrence Harvey Weisman	Vice president	1 Jun 1997	Other	4380617

Based in Jackson

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.