Advisor at Navpoint Financial, Inc.
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Firm
Navpoint Financial, Inc.
Location
Prior Lake, MN 55372
Credentials
Series 63, Series 65
Industry experience
29 years
David Martell is a financial advisor with NavPoint Financial, Inc. in Prior Lake, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at NavPoint Financial since 1998 and previously was with Capital Management Securities, Inc. from 1996 to 2016. Outside of his advisory role, he serves on the Planning Commission for the City of Credit River. NavPoint Financial, Inc. provides investment management, comprehensive financial planning, and special-project advisory services to individuals, trusts, and plan participants. The firm serves both high-net-worth and non-high-net-worth clients, managing approximately $644 million across 229 client relationships with a seven-advisor team. Their investment approach integrates a client’s total financial picture, including employer-sponsored benefit plans and concentrated positions, with a focus on tax efficiency and liquidity, employing a mix of fundamental, technical, and cyclical analysis along with both long-term and active trading strategies.
Based on Navpoint Financial, Inc.
Based on Navpoint Financial, Inc.
Fixed fees from $500 to $20,000 annually for financial planning and related services
0% to 2% annually
$150 - $600 per hour for special projects
Account minimum: $3 million Minimum fee: Fixed fees generally range from $500 to $20,000 annually Fee-only: Financial planning fees as fixed fees; hourly charges for special projects $150 - $600 per hour
16180 Hastings Ave Se Suite 301
Prior Lake, MN 55372
Arizona · Minnesota · Pennsylvania · Texas
Navpoint Financial
1998 - Present (28 years)
Capital Management Securities, Inc.
1996 - 2016 (20 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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