Nautilus Advisors, LLC, operating as NTLS Wealth Management, offers investment advisory services to individuals and other clients. These services include comprehensive portfolio management, financial planning and consulting, and retirement plan consulting. The firm creates investment approaches based on clients' financial situations, goals, and risk tolerance. They may recommend exchange traded funds, mutual funds, individual stocks or bonds, or other securities. The firm also provides financial planning services covering areas like investment, retirement, estate, and tax planning.
Assets Under Management$300M
Clients188
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$100M
www.facebook.com/nautilusadvisors ·www.linkedin.com/company/ntls-wealth-management ·www.nautilusadv.com
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
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Estimated Annual Fee
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