Michael Behner
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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 188 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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 are generally negotiable. For accounts over $10,000,000, fees are determined by negotiation.
Fee Estimator
Location
888 Prospect St., Suite 200, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2012Customer Dispute
January 2010Customer Dispute
December 2001Other Business ActivitiesSells Insurance
Michael sells individual and group health insurance.
Employment History
Current Registrations
Nautilus Advisors LLC
Previous Registrations
New England Securities Corporation
Citicorp Investment Services
Prudential Securities Incorporated
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.
Exams
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