MB
CFP
MB
CFP
Michael Behner
25 Years of Experience
3 DisclosuresSells Insurance
Michael Behner is a CFP-designated registered investment advisor at Nautilus Advisors LLC, based in La Jolla, CA, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 188 clients with $300M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
188 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$304.3M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
888 Prospect St., Suite 200, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (3)
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Customer Dispute
May 2012Denied
Customer Dispute
January 2010Denied
Customer Dispute
December 2001Denied
Other Business ActivitiesSells Insurance
Michael sells individual and group health insurance.
Employment History
Current Registrations
Nautilus Advisors LLC
September 2010 - Present · 15 yrs 7 mos
Previous Registrations
New England Securities Corporation
March 2005 - September 2010 · 5 yrs 6 mos
Citicorp Investment Services
October 2003 - February 2005 · 1 yr 4 mos
Prudential Securities Incorporated
May 2000 - February 2003 · 2 yrs 9 mos
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.