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Daniel Stoian Callan
Nautilus Advisors LLC
25 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
Estate Planning
Tax Planning
Nautilus Advisors LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
247 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$267.6M
Fee Structure
Investment Management
Planning
AUM-Based Fees (Tiered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
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Location
999 Corporate Drive, Ladera Ranch, CA, 92694
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
August 2008
Denied
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Nautilus Advisors LLC
May 2018 - Present · 7 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLC
Broker
April 2014 - April 2018 · 4 yrs
J.P. Morgan Securities LLC
April 2014 - April 2018 · 4 yrs
Charles Schwab & CO., INC.
December 2005 - April 2014 · 8 yrs 4 mos
Charles Schwab & CO., INC.
Broker
December 2005 - April 2014 · 8 yrs 4 mos
Countrywide Investment Services, INC.
Broker
April 2005 - November 2005 · 7 mos
Ftn Financial Securities CORP
Broker
August 2003 - March 2005 · 1 yr 7 mos
Ing Funds Distributor, LLC
Broker
June 2002 - July 2003 · 1 yr 1 mo
Morgan Stanley
November 2000 - June 2002 · 1 yr 7 mos
Morgan Stanley Dw INC.
Broker
June 2000 - June 2002 · 2 yrs
Prudential Securities Incorporated
Broker
September 1999 - June 2000 · 9 mos
State Registrations
1 state
CA
Advisor
Exams
No exam information available for this advisor.
Daniel Stoian Callan - Financial Advisor | TrueAdvisor