Navigoe, LLC
NAVIGOE, LLC is a Redondo Beach, CA-based investment advisory and wealth management firm founded by Scott Leonard. Originally established in 1996 as Leonard Wealth Management, the firm evolved into Navigoe, LLC, providing full-service, conflict-free, fee-only financial planning for individuals and families. Operating with a small team of professionals, the firm emphasizes client-centered advice free from the traditional product-pushing of banks and insurance companies. Navigoe primarily serves high-net-worth individuals and offers services such as financial planning and portfolio management. The team includes 3 financial advisors and serves over 570 clients.
Investment Strategy
Navigoe pursues a fee-only, conflict-free approach to wealth management and investment advisory, focusing on individualized financial planning that puts clients' interests first. The firm emphasizes holistic financial advice as opposed to commission-based product sales, tailoring investment portfolios to align with its clients’ unique goals, risk tolerance, and long-term financial objectives. Navigoe's philosophy centers on all-inclusive planning with an emphasis on fiduciary responsibility, aiming to deliver objective advice and comprehensive portfolio management, primarily for high-net-worth individuals.
Top Holdings
Equity Positions (252)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFIV | DIMENSIONAL ETF TRUST | 11.58% | $18.1M | 393,209 | $35.55 | $46.12 | +$1.4M |
D DFUV | DIMENSIONAL ETF TRUST | 9.33% | $14.6M | 327,159 | $41.07 | $44.69 | +$1.3M |
D DFAT | DIMENSIONAL ETF TRUST | 8.40% | $13.2M | 225,927 | $55.66 | $58.21 | +$762.0K |
D DFAU | DIMENSIONAL ETF TRUST | 8.24% | $12.9M | 282,153 | $40.80 | $45.76 | +$2.3M |
D DFSV | DIMENSIONAL ETF TRUST | 7.20% | $11.3M | 354,071 | $30.13 | $31.84 | +$1.7M |