Ma Navarro
Advisor at Capstone Financial Advisors Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Capstone Financial Advisors Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Downers Grove, IL 60515
Credentials
CFP®
Industry experience
< 1 year
Ma Navarro is a CFP® professional with Capstone Financial Advisors Inc in Downers Grove, IL. Navarro joined the firm in 2023 and has prior experience in education and instructional computing services. Capstone Financial Advisors serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering portfolio management and financial planning with an emphasis on asset allocation, cost control, and tax positioning. The firm manages approximately $2.44 billion in client assets and provides access to private fund investments and in-house tax services.
Based on Capstone Financial Advisors Inc
Based on Capstone Financial Advisors Inc
Fixed fees ranging from $1,000 to $30,000 for Financial Planning Services; fixed fee may be quoted for Pension Consulting Services
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $6,000,000: 0.60% $6,000,001+: 0.50%
Hourly rates range from $150 to $400 depending on service and provider
Fixed quarterly retainer for Financial Planning Services
Account minimum: $1,000,000 Minimum fee: Minimum fee of $5,000 for Pension Consulting Services; Minimum fee of $6,000 for Financial Planning Services Fee-only: Financial Planning Services charged via fixed fees ($1,000 to $30,000) or hourly rates ($150-$400/hour)
2001 Butterfield Road, Suite 1750
Downers Grove, IL 60515
Illinois
Capstone Financial Advisors Inc
2023 - Present (3 years)
UnEMPLOYED
2023 - 2023 (1 year)
Aldi
2020 - 2021 (1 year)
UIUC - Instructional Computing Services
2019 - 2023 (4 years)
University of illinois at Urbana-Champaign
2018 - 2023 (5 years)
Curie High School
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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