Nautical Star Financial Group offers investment advice to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Nautical Star creates customized investment strategies and manages client portfolios using exchange-traded funds, mutual funds, and individual stocks. They may also use outside managers to assist with investment management. For clients with investment management services, Nautical Star does not charge a separate financial planning fee. Financial planning services are also offered on an hourly or fixed-fee basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $500K - $20.0M | 1.50% |
| $20M+ | 1.50% |
Fee schedule is for Washington Clients. For most clients, investment advisory fees will not exceed 2.00% of the value of your portfolio annually, with a minimum fee of $5,000 per year. Fees are negotiable for accounts over $20,000,000.