Nautical Star Financial Group offers customized investment advisory solutions and comprehensive financial planning for individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Nautical Star constructs and manages investment portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds based on each client's specific goals, time horizon, and risk tolerance. When appropriate, Nautical Star may utilize unaffiliated third-party investment managers, sub-advisors, or model providers to assist with portfolio design and management. In addition to investment management, Nautical Star provides financial planning services covering retirement income planning, asset allocation, net worth analysis, personal cash flow planning, education planning, insurance needs analysis, estate and trust planning, and business planning. For clients engaging Nautical Star for investment management, financial planning is typically included without a separate fee. Nautical Star also offers retirement plan advisory services to help plan sponsors meet their fiduciary obligations under federal retirement plan rules.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $500K - $20.0M | 1.50% |
| $20M+ | 1.50% |
Schedule reflects fees for Washington clients. Fees for other clients may not exceed 2.00% with a $5,000 minimum annual fee. Fees are negotiable.