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Navellier Fees
Standard Fees
Navellier charges a standard fee of 0.90% per year for most portfolios*. This fee does not include trading expenses charged by your brokerage firm.
If an investor chooses Navellier's standard fee option, s/he would be billed on a quarterly basis. In other words, each investor would be billed for 0.225% of the account value each quarter (0.90%/4 = 0.225%).
All standard-fee accounts are billed one quarter in advance. As such, if you terminate your account before a quarter ends, Navellier will prorate a refund for the portion of the quarter that was not used.
Questions? Call (800) 365-8471 or email info@navellier.com.
Incentive Fees
Navellier also offers an incentive fee option that certain qualified investors may choose in lieu of our standard fee option. For details, click here.
*Navellier's Fundamental A and Dynamic MPT portfolios have higher fees than stated above.