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Shabana Mansur Nathoo

Navigo Wealth Management, LLC

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About Shabana Mansur Nathoo

Shabana Nathoo is an investment advisor representative with Navigo Wealth Management, LLC. Shabana has been in the industry for over 15 years and has held previous roles at Ameriprise Financial Services, Inc., Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Shabana is licensed to provide investment advice in Texas and has passed the Series 7, Series 65 and Series 66 exams. Shabana specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Shabana Nathoo 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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Shabana Nathoo’s Registration & Firm History

TX

05/09/2017 - Present

Navigo Wealth Management, LLC (Houston TX)

TX

01/02/2014 - 05/28/2014

AMERIPRISE FINANCIAL SERVICES, INC. (SUGAR LAND TX)

TX

01/03/2011 - 01/05/2012

WELLS FARGO ADVISORS, LLC (HOUSTON TX)

TX

09/29/2004 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)

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Licenses & Designations

IA

Issued 05/03/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/17/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shabana Mansur Nathoo.
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