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
Nautilus Advisors 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 methods of analysis and investment strategies.
| 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 are negotiable for accounts over $10,000,000.
888 Prospect St., Suite 200, La Jolla, CA, 92037