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Douglas Thomas Reifel

Navigo Wealth Management, LLC

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About Douglas Thomas Reifel

Douglas Thomas Reifel is an Investment Advisor Representative at Navigo Wealth Management, LLC. Douglas is registered in Texas. Douglas has been in the industry for over 9 years and holds the Series 65. Douglas is also a Registered Representative of Navigo Wealth Management, LLC in Texas. Douglas Thomas Reifel's specializations include providing financial planning services and managing investment portfolios for both individuals and corporations.

Firm Information

Douglas Reifel is currently registered with Navigo Wealth Management, LLC. Navigo Wealth Management, LLC is an investment advisory firm with 6 investment adviser representatives. They offer financial planning and portfolio management services to individuals and businesses. The firm has regulatory assets under management of $107,673,318, including $105,096,577 in discretionary assets and $2,576,741 in non-discretionary assets.

$107.67M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas Reifel’s Registration & Firm History

TX

01/24/2020 - Present

Navigo Wealth Management, LLC (NORTH RICHLAND HILLS TX)

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Licenses & Designations

IA

Issued 01/24/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Thomas Reifel.
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