Font Size:
Navellier Fees
Navellier is an institutional manager that typically charges very competitive fixed fees.
The Private Client Group, which caters to qualified investors, offers a popular fee alternative in the form of a 10% annual incentive fee (pursuant to SEC Rule 205-3) net of all brokerage/bank fees or commissions. In other words, qualified clients are only billed based on annual appreciation. With an incentive fee, a new "high water" mark must be met every year, otherwise the client will not be charged any incentive fee.
Please note that portfolio management fees are dependent upon a variety of factors. Please contact a Navellier representative or your own financial advisor for an accurate quote.
Questions? Call (800) 887-8671 or email info@navellier.com