Nautica Asset Management offers discretionary investment management and personalized financial planning services to individuals and families. The firm builds tailored investment strategies using fundamental, technical, and cyclical analysis while considering each client's goals, time horizon, and risk tolerance. In addition to portfolio management, Nautica Asset Management provides various financial planning tiers covering retirement income, social security analysis, tax planning, and insurance strategies. The firm operates with a client-first approach and custody of client assets is maintained through independent third-party custodians.
Assets Under Management$1M
Clients12
Advisors2
Avg. per Client$83K
Avg. per Advisor$500K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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