Shannon Pitner
Shannon Pitner is a CFP-designated registered investment advisor at Nautilus Wealth Advisors, based in Indialantic, FL, with 44 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 79 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nautilus Wealth Advisors offers investment advisory services with fees based on the value of your investments. There are two fee schedules:
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Using a model portfolio of mutual funds (Raymond James' Freedom account program):
- Up to $4,999,999: 1.20% per year
- $5,000,000 up to $9,999,999: 0.95% per year
- $10,000,000 and Up: 0.70% per year
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Using independent managers (Raymond James Consulting Services):
- Up to $4,999,999: 1.60% per year
- $5,000,000 up to $9,999,999: 1.35% per year
- $10,000,000 and up: 1.05% per year
Fees are calculated each quarter based on the value of your investments on the last day of the previous quarter and are paid in advance.
Location
410 N. Miramar Avenue, Indialantic, FL, 32903
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shannon is the treasurer of Ocean Landings Condo Association and organizer/treasurer for Women Sharing Wisdom. She also owns Sea Shanntie, LLC and Dog House LLC rental properties, and is an insurance agent with various carriers, dedicating minimal time to each activity.
Employment History
Current Registrations
Nautilus Wealth Advisors
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
State Registrations1 state
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.