Naylor Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,000,000
Clients
60
33% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
HighAverage account size
$700,000
About
Naylor Asset Management, LLC provides investment supervisory services, hourly financial planning, and customized subadvisory solutions primarily for individual and high‑net‑worth clients. The firm does not sell commissioned insurance or annuity products and does not act as a custodian of client assets.
The firm generally operates on a non‑discretionary basis, recommending securities and obtaining client approval before executing trades while documenting objectives through investment policy statements and periodic reviews. When engaged as a sub‑advisor to other registered investment advisers, Naylor accepts discretionary trading authority and employs methods such as fundamental analysis, cyclical analysis, and Modern Portfolio Theory to construct portfolios.
Distinctive for a firm of its size, Naylor sponsors a wrap fee program and provides subadvisory services to third‑party advisers—arrangements that are less common among peers. It also delegates proxy voting to clients, bills advisory fees quarterly in advance, and states a policy of not receiving external sales commissions, reflecting a governance and compensation structure that differs from many comparable firms.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $3,000,000: 1.00% annually Over $3,000,000+: Negotiable
Up to $550 per hour for financial planning and consulting
Main office location
Naylor Asset Management, LLC
3800 American Boulevard West, Suite 1500
Bloomington MN 55431, United States
Number of offices
4
Most active in
Naylor Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · Minnesota
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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