Nautilus Advisors LLC
Assets Under Management
$267.6M
Number of Clients
247
Number of Advisors
3
Average Client AUM
$1.1M
AUM per Advisor
$89.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Nautilus Advisors LLC offers comprehensive portfolio management, financial planning and consulting, retirement plan consulting, and newsletters. They tailor investment advice to individual client needs and objectives, using various analysis methods and investment strategies.
Fee Structure
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
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.
Areas of Practice
Location
888 Prospect St., Suite 200, La Jolla, CA, 92037