Nautilus Financial Group (NFG) is a registered investment advisor offering consulting services and a wrap fee program for portfolio management. Consulting covers retirement, tax, and investment planning. The wrap fee program combines portfolio management, advisory services, and trade execution for a single fee. NFG manages client accounts and executes trades through specific broker-dealers/custodians.
Assets Under Management$66M
Clients256
Advisors1
Avg. per Client$260K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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