Karrie Thomas
Karrie Thomas is a CFP-designated registered investment advisor at Nautilus Financial Group, INC., based in Virginia Beach, VA, with 18 years of industry experience. Karrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 256 clients with $66M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Location
468 S. Independence Blvd., Suite B-122, Virginia Beach, VA, 23452
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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 →Employment History
Current Registrations
Nautilus Financial Group, INC.
Previous Registrations
American Portfolios Advisors, INC
State Registrations7 states
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