Nautilus Wealth Advisors offers investment advice, financial planning, and helps clients select other advisors. Financial planning covers cash management, risk management, insurance, education funding, retirement, estate, charitable giving, and tax planning. Wealth management includes ongoing financial planning and customized investment management using ETFs, mutual funds, stocks, and bonds. They also offer retirement plan advisory services to plan sponsors.
Fee Structure
Nautilus Wealth Advisors offers investment advisory services with fees based on the value of your investments. There are two fee schedules:
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Using a model portfolio of mutual funds (Raymond James' Freedom account program):
- Up to $4,999,999: 1.20% per year
- $5,000,000 up to $9,999,999: 0.95% per year
- $10,000,000 and Up: 0.70% per year
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Using independent managers (Raymond James Consulting Services):
- Up to $4,999,999: 1.60% per year
- $5,000,000 up to $9,999,999: 1.35% per year
- $10,000,000 and up: 1.05% per year
Fees are calculated each quarter based on the value of your investments on the last day of the previous quarter and are paid in advance.