Nautica Asset Management (NAM) provides investment management and financial planning services to individuals. For investment management, NAM decides which securities to buy or sell based on your goals, time horizon, and risk tolerance. Financial planning covers topics like retirement, investments, and insurance. NAM also offers different levels of financial planning services. NAM must manage all assets for the Personal Wealth Builder, Retirement Income Plan, and Holistic Financial Plan services.
Assets Under Management$780K
Clients22
Advisors2
Avg. per Client$36K
Avg. per Advisor$390K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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