Daniel Callan is a registered investment advisor at Nautilus Advisors LLC, based in Ladera Ranch, CA, with 26 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 188 clients with $300M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
188 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$304.3M
Fee Structure
Planning is included in investment management
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 negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
999 Corporate Drive, Ladera Ranch, CA, 92694
Get directionsHistory
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 2008Denied
Employment History
Current Registrations
Nautilus Advisors LLC
May 2018 - Present · 7 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
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 CORPBroker
August 2003 - March 2005 · 1 yr 7 mos
Ing Funds Distributor, LLCBroker
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 IncorporatedBroker
September 1999 - June 2000 · 9 mos
State Registrations1 state
CA
Advisor
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
No exam information available for this advisor.