Nautilus Advisors, operating as NTLS Wealth Management, offers comprehensive portfolio management, financial planning and consulting, and retirement plan consulting to individuals, families, and businesses. Founded in 2010 and based in La Jolla, California, the firm creates personalized investment strategies using exchange-traded funds, mutual funds, individual stocks, and bonds. The comprehensive portfolio management service combines ongoing investment oversight with financial planning, while standalone financial planning covers topics such as retirement, estate planning, charitable giving, education, tax strategies, and real estate analysis. Nautilus Advisors manages assets on both a discretionary and non-discretionary basis.
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.