Daniel Stoian Callan

Nautilus Advisors LLC

25 Years of Experience

View SEC Summary

Firm Information

Nautilus Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

3 advisors

Number of Clients

247 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$267.6M

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.50%
$500K - $1.0M	1.25%
$1.0M - $3.0M	1.00%
$3.0M - $10.0M	0.90%
$10M+	0.90%

Fees over $10,000,000 are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$500 - $10,000

For portfolio management, fees are based on a percentage of assets under management, as detailed in the fee table. Financial planning and consulting services are charged a flat fee ranging from $500 to $10,000, based on the scope and complexity of the engagement. Retirement plan consulting fees will not exceed 1.00% of plan assets under management. Newsletters are provided without a separate fee. Clients also incur transaction charges and fund expenses.

View Full Brochure on SEC

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningHigh Net Worth

Advisor Information

Office location

999 Corporate Drive, Ladera Ranch, CA, 92694

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.