Advisor at Naviter Wealth, LLC
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.
Firm
Naviter Wealth, LLC
Location
Laurel Hill, FL
Credentials
Series 63, Series 66
Industry experience
36 years
$0 - $25,000,000: 0.85% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.25% $100,000,001+: 0.20%
Commission-based compensation is earned by affiliated Naviter Insurance, LLC for insurance product sales, separate from advisory fees.
Performance fee of 20% of gains above hurdle rate calculated biannually for Qualified Clients (minimum $25,000,000 AUM, may be waived). Clients charged performance fees pay half the annual AUM fee rate.
Account minimum: No minimum relationship size generally; however, a minimum of $25,000,000 in assets under management is required to utilize a performance fee structure (may be waived at Advisor's sole discretion). Fee-only: Quarterly advance payments based on assets under management according to tiered schedule; fees may be negotiable.
Naviter Wealth, LLC
2025 - Present (1 year)
Resurgent Advisors
2023 - 2025 (2 years)
Unemployed
2023 - 2023 (1 year)
FinTrust Brokerage Services, LLC
2021 - 2023 (2 years)
FinTrust Capital Advisors, LLC
2021 - 2023 (2 years)
Stephens
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
fisher Investments
2007 - 2020 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 66
Crestview, FL
Edward Jones
Series 65
Crestview, FL
Dorgeolis Capital LLC
Series 63, Series 65
Lakewood, FL
Sandbox Financial Partners, LLC
Series 63, Series 65
Laurel Hill, FL
First Command Advisory Services
Series 63, Series 65
Crestview, FL
Cetera
Series 66
Crestview, FL
Cetera
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