N
Navigant Consulting
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,000,000
Total clients
4
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$4,000,000
About
Navigant Consulting Group, LLC serves high‑net‑worth individuals and trusts, positioning itself as a family‑office style consulting firm that manages approximately $16 million for a small, select client base. The firm provides discretionary portfolio management—most commonly when acting as a directed party for corporate trustees—and offers consulting on trust and estate investment matters.
Its investment work emphasizes fee and performance analysis, with regular reporting on total portfolio expenses and comparisons to benchmarks; Navigant also negotiates pricing directly with current or alternative providers as part of its advisory engagement. Portfolios are customized on a case‑by‑case basis for trust and directed‑party clients, the firm does not take custody of client assets, and financial planning is provided as part of management without a separate planning fee.
Notable distinctions include a very small roster of accounts (four clients) and a consulting compensation arrangement that can include a percentage of documented fee savings rather than traditional performance‑based or commission income. The firm focuses narrowly on HNW and trust relationships, generally maintains a $1 million minimum (negotiable in some cases), and routinely operates in the limited role of a directed party rather than as a custodian or broad retail advisor.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Tax strategies for small businesses
Fee options
Account minimum: $1,000,000 (negotiable)
Main office location
Navigant Consulting
West Allis WI, United States
Number of offices
1
Most active in
Navigant Consulting has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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